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Notis

Resend signing requests from Zendesk

Clear a missed notification without rebuilding the signing workflow.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

Resend Document

Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.

Why this helps

A missed email creates another manual loop for support and the signer.

  • Shorten follow-up time
  • Avoid duplicate document setup
  • Keep a clear audit trail

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Docnify in Notis once.
  • 2Create an automation telling Notis to resend only the verified document when the ticket confirms a missed signing notification.
  • 3Choose the New Zendesk Ticket trigger.
  • 4Select a report channel and test with a real follow-up ticket.

Questions about this workflow

Can this resend an unverified document?

No. Require a confirmed document ID before the resend action.

What if the ticket is only asking for status?

Notis should report the status request without resending.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Zendesk to Docnify. A trigger fires from one place; an action lands in another.

Zendesk triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

Zendesk and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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