Remove departed staff from documents
Close the access gap when someone leaves the team.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Why this helps
Departed employees remain attached to active documents because access cleanup is easy to forget.
- Reduce lingering access
- Speed up offboarding
- Keep signer lists accurate
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docnify in Notis once.
- 2Create an automation named Departed staff signer remover.
- 3Tell Notis to verify the Docnify document and recipient IDs, then remove the recipient named in the 7shifts departure payload.
- 4Choose notis_webhook and connect the departure request.
- 5Select a report channel and test with one departed employee.
Questions about this workflow
What does removal do?
It removes the specified recipient from the Docnify document after IDs are verified.
Can it delete the document too?
No. This workflow only removes the recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docnify. A trigger fires from one place; an action lands in another.
7shifts triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
7shifts and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.