Review the right signing template during project setup
Check a template's details while you are preparing the project, without a separate search later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves details about a template.
Why this helps
Choosing or checking a signing template can interrupt project setup when template details are elsewhere.
- Bring template details into project preparation.
- Check a specific template using its confirmed ID.
- Reduce app switching during setup.
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 setup, confirm the selected Docnify template ID and fetch its details for review.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real project setup and verify the returned template details.
Questions about this workflow
Does this create a document from the template?
No. This action fetches a template's details and metadata.
Can it choose a template without a supplied ID?
The workflow should use a confirmed template ID. It should not guess which template is intended.
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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