List Docnify documents from Todoist
Turn a broad document request into a short, useful list for action.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Finding the right document can stall work before any signer is contacted.
- Speeds up document selection
- Returns a focused summary instead of a raw list
- Keeps discovery connected to the task context
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docnify in the Notis portal.
- 2Create an automation that lists Docnify documents and highlights those matching the new task description.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one document discovery task.
Questions about this workflow
Can Notis filter the list?
Yes, ask it to use the task context to summarize the most relevant returned documents.
Is a document ID required?
No, this listing workflow is for discovery.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docnify. A trigger fires from one place; an action lands in another.
Todoist triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Task Created
Trigger when a new task is added to Todoist.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Todoist and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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