Turn a Follow-up Decision Into a Resend
When a follow-up is ready, pass the document details to Notis and resend the signing request without another round of manual navigation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resend Document
Resends a document for signing.
Why this helps
A follow-up can be recorded in the CRM while the next signing step still depends on someone remembering to open Docnify.
- Reduce the gap between a recorded follow-up and a signing notification.
- Use a webhook to start the resend when the decision is made.
- Keep the action tied to a confirmed document ID.
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 the follow-up condition and require confirmation that the document should be resent.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document that is appropriate to resend.
Questions about this workflow
Does this automatically resend on every CRM follow-up?
No. The automation should resend only when the webhook request and CRM context establish that another signing notification is intended.
What does it need to resend?
It needs the confirmed Docnify document ID. Resending sends the document again for signing.
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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