Move client proposals from Agiled to Docnify signatures
Turn a ready-to-sign client proposal into a Docnify signing request with one clear instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Sends a document for signing.
Why this helps
A proposal can be ready in Agiled while the founder still has to remember to create and send the separate signing request.
- Reduce manual handoffs between project and signing work.
- Keep proposal follow-up from slipping through the cracks.
- Use a webhook to start the workflow when the proposal is ready.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: For this Agiled proposal, confirm its Docnify document ID and that its content and recipients are ready, then send the document for signature.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real proposal and verify the Docnify signing request.
Questions about this workflow
Does this create the document in Docnify?
This action sends a document for signing. The workflow should use an existing Docnify document and confirm its ID, recipients, and content are ready first.
How does the workflow start?
A Notis webhook starts it when an HTTP request is sent to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docnify. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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