Update signers after staff changes
Keep documents pointed at the right person as teams change.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Why this helps
Old emails and names cause signing delays when employees transfer or change details.
- Prevent misdirected signing requests
- Maintain accurate signer records
- React quickly to staff changes
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docnify in Notis once.
- 2Create an automation named Staff change recipient updater.
- 3Tell Notis to confirm the document and recipient IDs, then update the supplied signer fields.
- 4Choose notis_webhook and connect the 7shifts change request.
- 5Select a report channel and test with one staff change.
Questions about this workflow
Which details can change?
The Docnify action supports updating recipient name, email, or role, with at least one field required.
Are IDs required?
Yes. The document and recipient IDs must be confirmed before updating.
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
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