Check the current signing status from a project handoff
Get a current view of the confirmed Docnify document when an Agiled project needs a signing update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
A founder may have to leave project context, find the signing record, and check whether anything has changed.
- Bring current document state into the project workflow.
- Cut down context switching for a status check.
- Fetch a specific document using its confirmed ID.
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 check-in, confirm the matching Docnify document ID and fetch its current state and metadata.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project and check the run report against the Docnify document.
Questions about this workflow
Does checking status change the document?
No. This workflow fetches a document's current state and metadata.
Does Docnify provide signing history?
This action is described as returning current state and metadata. Do not assume it includes history or fields not provided by Docnify.
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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