Add project contract signers without a manual lookup
When a project is ready for paperwork, have Notis add its confirmed signer to the right Docnify document.
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
Finding the right contract and adding the correct signer can interrupt the flow between project setup and kickoff.
- Reduce repeated signer entry.
- Keep project setup and contract preparation connected.
- Require document confirmation before adding a recipient.
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 handoff, confirm the matching Docnify document ID and signer details, then add the signer as a recipient.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project and verify the recipient on the Docnify document.
Questions about this workflow
Can this add a recipient without a confirmed document?
The workflow should first confirm the Docnify document ID and signer details, then add the recipient.
Can I set signing order?
The action supports optional signing order and authentication options. Include the desired details in your instruction when they are known.
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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