Match Web Research to a Docnify Template
Find the right starting template while the research that prompted the task is still in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Lists templates in the account.
Why this helps
Choosing a signing template can interrupt research work and lead to repeated browsing through the template list.
- List available Docnify templates after a research event.
- Use research context to narrow down likely templates.
- Keep template discovery separate from sending decisions.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and describe the template type to look for using the Agenty webhook context.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real webhook and confirm the suggested template candidates.
Questions about this workflow
Does listing templates create a document?
No. It only returns the templates available in Docnify for Notis to inspect.
Can Notis infer the required document from the website?
Notis can analyze information returned by Agenty, but include any internal template criteria that the website does not provide.
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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