Make Your Docnify Templates Easier to Reuse
See your available agreement templates in one scheduled, searchable summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Template options are easy to forget, so teams may spend time finding or recreating a document starting point.
- List available templates on a recurring schedule.
- Summarize the catalogue around upcoming work you specify.
- Reduce repeated template searches.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docnify once in the Notis portal.
- 2Create an automation and tell Notis how to organize or summarize the available templates.
- 3Choose a recurring schedule and select where run reports should go.
- 4Test with one run and confirm the catalogue summary is useful.
Questions about this workflow
Can this workflow create a document from a template?
No. It lists templates for review; creating a document is not among the available actions.
Can I focus the summary on a particular agreement type?
Yes. State the agreement type or criteria in your instruction so Notis can summarize the returned templates accordingly.
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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