Review Research Beside the Agreement It May Affect
Keep the evidence and the document together when a research finding calls for a closer look.
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
Switching between research results and agreement records makes it harder to assess what a finding means.
- Fetch a known document when matching research arrives.
- Bring returned document details into the webhook's research context.
- Make review more focused without editing the agreement.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and specify how to select the related Docnify document from the webhook context.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real research payload and a known document ID.
Questions about this workflow
Does this compare the document against the website automatically?
Notis can analyze returned data, but describe the comparison you want and provide any criteria not present in either app's returned information.
Can the workflow fetch any document without an ID?
The get-document action fetches a specific document, so the ID must be known or included in the information available to Notis.
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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