Move researched prospects into your Docnify signing queue
Start with a prospect link. Notis can review the public website through AgentQL and find the Docnify document to review next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
Lists documents in the account.
Why this helps
Prospect research and document follow-up live in separate places, making it easy to lose track of who needs what.
- Reduce manual switching between website research and document review.
- Get a current Docnify document list alongside prospect research.
- Keep document selection visible for a person to confirm.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Docnify once in the Notis portal.
- 2Create an automation by telling Notis to research a submitted prospect website and find potentially relevant Docnify documents.
- 3Choose notis_webhook as the trigger.
- 4Choose where run reports should go, then test with one real prospect website.
Questions about this workflow
Does this send a document automatically?
No. This workflow lists Docnify documents for review. Sending requires a separate action and confirmation of the document and signing details.
What starts this workflow?
An HTTP request to its Notis webhook starts the automation. Include the prospect website URL and any context you want Notis to consider.
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
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