Send the right Docnify document after a counterparty review
Bring public website context into the signing workflow, then send only the Docnify document whose identity and recipient details are confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
Document sends can stall when counterparty research and the final signing request are handled in different sessions.
- Review public counterparty information before a signing action.
- Use a confirmed Docnify document ID rather than guessing which document to send.
- Keep the send request tied to supplied signing context.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Docnify once in the Notis portal.
- 2Create an automation instructing Notis to review the submitted public website and send only the specified document when its ID and required signing context are confirmed.
- 3Choose notis_webhook as the trigger.
- 4Choose a report destination and test with a real example using a document intended for signing.
Questions about this workflow
Can this send a document based only on website research?
No. The request must identify the intended Docnify document and provide the signing context. Website research alone does not establish a document's identity or authorize sending.
What does Send Document require?
The document must be confirmed, recipients must be added, and content must be uploaded. This workflow must not assume those prerequisites are complete.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Docnify. A trigger fires from one place; an action lands in another.
Agentql triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Agentql 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.