Check for Existing Agreements When a Lead Appears
Connect new website research with your existing document records before creating more follow-up work.
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
A promising lead can arrive without context on existing agreements, creating duplicate investigation and uncertainty.
- Review existing Docnify records in response to a research event.
- Use organization or person context to narrow the review.
- Help avoid overlooking an existing agreement.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and describe how to use the lead or partner context to review Docnify documents.
- 3Choose the webhook trigger and select where run reports should go.
- 4Test with one real research payload and validate the matching records.
Questions about this workflow
Can this search by any lead field?
The available action lists documents. Notis can inspect returned data, but the relevant lead details must be available in the payload or instruction.
Will it add a recipient or send a document?
No. This workflow only lists documents for context and does not make changes.
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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