Find the right Docnify template from a request
Give every document request a clear starting template.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
Action
List Templates
Tool to list templates in the Docnify account.
Why this helps
Choosing a template manually slows down routine agreements.
- Speed up template selection
- Reduce inconsistent document starts
- Keep requests moving
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docnify in Notis.
- 2Create an automation for template discovery.
- 3Tell Notis to list Docnify templates and recommend the best match using the completed response.
- 4Pick the Typeform New Form Response trigger and choose report delivery.
- 5Test with one representative request.
Questions about this workflow
Does this create a document?
No. It identifies a suitable template for the next step.
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.