Prepare project contract signing fields in Docnify
Add the requested fields to the confirmed Docnify document before sending a project contract for signing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
The final contract setup can stall when signing fields have to be added by hand after project details are ready.
- Reduce repetitive document preparation.
- Keep the field setup tied to the project handoff.
- Add fields only after checking the document.
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 project contract, confirm the Docnify document, fetch it, and create only the signing fields specified in the handoff.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real contract and confirm the fields appear on its Docnify document.
Questions about this workflow
Does this fetch the document before adding fields?
Yes. The workflow should confirm and fetch the document before creating fields.
Where do the field details come from?
Notis needs the field details in the Agiled handoff or in the instruction context. It should not invent missing field requirements.
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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