Close the Loop Between Browser Work and Documents
Keep browser task results connected to the document record that needs your attention.
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
Browser work and agreement records live in separate places, leaving follow-up dependent on memory.
- Start a document check from browser workflow results.
- Retrieve the Docnify record using its known ID.
- Keep the follow-up summary with the run report.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and describe which document to fetch after the browser workflow completes.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one completed browser workflow and a confirmed Docnify document ID.
Questions about this workflow
Can the browser workflow create the Docnify record?
This workflow only retrieves an existing document. The available actions do not create documents.
What should the webhook include?
Include enough context to identify the relevant Docnify document, typically its confirmed ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docnify. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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