Turn the signing review into a clear follow-up queue
Start your review with the documents that appear to need attention in the available project and signing data.
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
Finding which signing requests deserve attention can require re-reading multiple project records and document listings.
- Put potential follow-ups in one review.
- Use returned document state and available project context.
- Call out missing status details instead of guessing.
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 prepare a follow-up queue for Agiled projects only where returned document details support a follow-up decision; mark unclear items for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and verify that every suggested follow-up has supporting returned details.
Questions about this workflow
Does this automatically resend requests?
No. It prepares a review queue. Resending requires a separate action on a confirmed document.
How does it decide what needs attention?
It can use returned document details and available project context. If those do not establish a follow-up need, it should mark the item unclear.
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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