Keep template choices visible during project planning
Bring available Docnify templates into a regular review so upcoming project paperwork is easier to prepare.
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
Template options can be easy to forget or re-check manually when new project paperwork comes up.
- Make available templates easier to review during project planning.
- Reduce repeat searches for template details.
- Use only the information returned by Docnify.
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 their returned details for the upcoming Agiled project paperwork in context.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test one real run and check that the summary reflects the returned template details.
Questions about this workflow
Does this create or edit templates?
No. This workflow lists templates and summarizes returned information.
Can it decide which template applies to every project?
Only if the project context and template details support that decision. Otherwise, ask for the missing information.
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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