Find the right Docnify document from intake
Start follow-up with a focused document list instead of a broad account search.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Documents
Tool to list documents in the Docnify account.
Why this helps
Busy teams lose time scanning every document for one matching request.
- Reduce search time
- Improve intake matching
- Give follow-up a clear starting point
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docnify in Notis.
- 2Create an automation for document matching.
- 3Tell Notis to list Docnify documents and identify likely matches using the response context.
- 4Pick the Typeform New Form Response trigger and choose a report channel.
- 5Test with one intake that references an existing request.
Questions about this workflow
Does this edit any document?
No. It lists documents and reports likely matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docnify. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Docnify.