Keep a current inventory of project signing documents
Create a recurring inventory that helps you see which signing documents connect to active project work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Documents
Lists documents in the account.
Why this helps
Document records and project records are easy to review separately, making gaps harder to spot.
- Make project-to-document relationships easier to scan.
- Reduce manual inventory work.
- Surface unmatched records for follow-up without inventing missing data.
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: List Docnify documents, match returned details to Agiled projects where the data supports a match, and report unmatched items for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm that matches and unmatched items are clearly reported.
Questions about this workflow
Will this assume every document belongs to an Agiled project?
No. It should report unmatched items when the available information does not support a reliable match.
Does the inventory show more than the list returns?
No. The summary should stay within the details returned by Docnify and Agiled.
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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