Fetch Docnify details on demand
Give every external workflow a dependable way to verify document state.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Why this helps
Teams repeat the same manual lookup whenever another system raises a document question.
- Standardize document checks
- Reduce repeated lookups
- Return current metadata quickly
Setup
Build it in a few focused steps.
- 1Connect Docnify in Notis once.
- 2Create an automation instructing Notis to fetch the document identified in each webhook payload.
- 3Choose the Notis webhook trigger and provide its endpoint to the sending workflow.
- 4Select a report channel and test with one confirmed document ID.
Questions about this workflow
What if the payload lacks a document ID?
Notis reports that the ID is required before it can fetch the document.
Can the webhook update the document?
No. It only retrieves the current document details.
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.
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 User Created
Triggered when a new user is created in Zendesk.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.