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Notis

Get contract fields ready before the signing request

Make sure existing signing fields reflect the contract requirements before the document goes out.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Document Fields

Updates metadata for document fields.

Why this helps

A contract can be ready while its existing field labels or requirements still need a careful update.

  • Prepare existing fields before sending for signature.
  • Reduce last-minute document corrections.
  • Keep field changes tied to a real project handoff.

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 contract handoff, confirm the Docnify document and existing fields, then update only the field labels or requirements specified in the handoff.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real contract and review its updated fields in Docnify.

Questions about this workflow

Does this create new fields?

No. This action updates metadata for existing fields. Creating fields uses a different Docnify action.

What if the handoff does not specify a field change?

The instruction should update only changes that are explicitly supplied, and leave unspecified field metadata alone.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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