Send a new Trello contract card for signature
Turn a newly created contract card into a signing request without leaving Trello.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
Action
Send Document
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Why this helps
Contracts can sit in a board while someone manually starts the signing process.
- Starts signing promptly
- Reduces copy and paste work
- Keeps the contract process connected to the board
Setup
Build it in a few focused steps.
- 1Connect Trello and Docnify in the Notis portal.
- 2Create a new automation and describe that it should find the document ID and recipients in each new contract card, then send the document when ready.
- 3Pick the Trello New Card Trigger for the relevant board.
- 4Choose a report channel, then test with one real contract card.
Questions about this workflow
Where does Notis get the document ID?
It reads the document ID or link included in the Trello card details, subject to the information you provide.
What if the card has no recipient?
Notis can report that the card is missing recipient details instead of sending it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Docnify. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Activity Trigger
Triggered when there is activity in Trello.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
New Board Trigger
Triggered when a board is created in the specified workspace
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Card Trigger
Triggered when a card is created in the specified board
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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