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Notis

Check document status while reviewing a website

Bring a page and a Docnify document ID into one workflow, so the website review and the document's current status arrive together.

Trigger

Webhook received

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

Action

Get Document

Retrieves a document’s current state and details.

Why this helps

You may finish researching a counterparty and still need to open Docnify separately to see whether its document is ready or signed.

  • Fetch the current metadata for a document by its supplied ID.
  • Keep website findings and document status in one run report.
  • Avoid relying on a remembered or outdated signing status.

Setup

Build it in a few focused steps.

  • 1Connect AgentQL and Docnify once in the Notis portal.
  • 2Create an automation that reviews a submitted webpage and fetches the Docnify document with the supplied ID.
  • 3Choose notis_webhook as the trigger.
  • 4Choose a report destination and test with a real webpage URL and confirmed document ID.

Questions about this workflow

Can the automation find the document ID from the website?

Do not assume it can. Supply a confirmed Docnify document ID with the webhook request so Notis can fetch the intended document.

Does the lookup change the document?

No. Get Document fetches a document's current state and metadata.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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

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