Get a scheduled view of signing documents and projects
Set a regular review that brings current Docnify document listings into your project follow-up routine.
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
Signing work can spread across projects, leaving a founder to remember when to check which document.
- Create a predictable review point for signing work.
- Reduce manual checking across project records.
- Summarize only details returned by Docnify and available in Agiled.
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 the Docnify documents and summarize their returned current details alongside matching Agiled project context, flagging any missing matches.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and review how the returned documents match project context.
Questions about this workflow
Can this report signing history?
The listed action returns documents. Do not assume historical signing events or a baseline unless the available data includes them.
Does this automatically remind signers?
No. Listing documents is a review workflow; resending a specific document is a separate action.
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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