Scan available signing templates in a short digest
Replace a fresh search with a concise, recurring view of the templates available for project paperwork.
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
Repeatedly checking template options adds small context switches to already busy project planning.
- Make template details quicker to scan.
- Keep a recurring reference for project planning.
- Avoid adding details that the template listing does not return.
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 make a concise digest of their returned details for Agiled project paperwork planning.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm the digest accurately reflects the template listing.
Questions about this workflow
Does this recommend a template for each project?
It summarizes available details. A recommendation needs enough project context and template information to support it.
Does the digest include template history?
Only if the list action returns it. This workflow should not assume history is available.
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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