Keep a Clear View of Your Docnify Documents
Replace scattered check-ins with one regular inventory of the documents in Docnify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
A growing set of documents makes it hard to remember what exists and what may need a follow-up.
- Review the Docnify document list on a predictable cadence.
- Summarize records according to criteria you provide.
- Send run reports to a channel you already use.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and describe what the document inventory should highlight.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one run and refine the summary criteria.
Questions about this workflow
Can the inventory show information Docnify does not return?
No. Notis can summarize returned document data, while any extra context or baseline must be supplied in the instruction.
Will this workflow change or send any documents?
No. It lists documents and produces a report; it does not make changes in Docnify.
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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