See template details while preparing upcoming project paperwork
Make the template review part of project preparation, so document setup starts with the information already available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists templates in the account.
Why this helps
Project paperwork planning can stall when template details have to be collected separately at the last minute.
- Bring template details into recurring project planning.
- Reduce last-minute template searches.
- Highlight missing details that still need a decision.
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 templates and summarize returned details alongside available Agiled project paperwork context, flagging missing information for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and verify the summary against the actual templates and project context.
Questions about this workflow
Does template readiness mean the document is ready to send?
No. This action lists template details. Document creation or sending requires separate steps and confirmed information.
Will Notis fill in missing project details?
No. The workflow should identify missing information for review.
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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