Catch missing signing details before sending
Review document and project details together before deciding whether a signing request is ready to go.
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
The final send step can get delayed by missing recipients, uncertain IDs, or document details discovered too late.
- Surface missing prerequisites before sending.
- Keep a decision review separate from the send action.
- Use only confirmed document and project details.
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 and compare them with supplied Agiled project context for known send prerequisites; report confirmed gaps and mark anything not returned as unknown.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test one real run and verify that readiness flags match the returned information.
Questions about this workflow
Will this send any documents?
No. It reviews returned information and flags gaps. Sending uses a separate action.
Can it verify content is uploaded?
Only if the available document data indicates that. The workflow should mark unreturned details as unknown rather than assume.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.