Turn a Deal Handoff Into a Docnify Signer
Start the signature handoff with the deal and document details in one place, then let Notis add the verified contact to Docnify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Adds a recipient to a document.
Why this helps
Copying a contact's name and email from a deal into a separate signing workflow creates extra steps and room for mistakes.
- Reduce manual contact lookups during deal handoff.
- Use the document ID supplied with the webhook to identify the intended document.
- Optionally set signing order or authentication when the request includes those details.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docnify once in the Notis portal.
- 2Create an automation in Notis Automations or tell Notis the outcome in plain language.
- 3Describe how to use the incoming deal and document details to find and add the intended signer.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real deal and a confirmed Docnify document ID.
Questions about this workflow
Does Agile CRM provide the trigger for this workflow?
Agile CRM has no listed trigger events here. A Notis webhook starts this workflow when an HTTP request is sent to it.
What information should the webhook provide?
Provide enough context to identify the deal and the confirmed Docnify document ID. Notis can use Agile CRM contact details to resolve the intended signer; confirm the person before adding them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docnify. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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