Update Docnify field metadata before sending
Make the fields match the agreement before anyone signs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
A mislabeled or optional field can create confusion at signature time.
- Clarify what signers must complete
- Fix field requirements before sending
- Keep edits tied to a reviewed document
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docnify in Notis.
- 2Create an automation specifying the confirmed document, field IDs, and metadata changes.
- 3Choose the notis_webhook trigger.
- 4Choose a report destination.
- 5Test with one real field update.
Questions about this workflow
What can be changed?
The workflow can update metadata such as field labels or requirements for existing fields.
Can it add missing fields?
No. Use Create Document Fields when a field does not already exist.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Docnify. A trigger fires from one place; an action lands in another.
1password 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.
1password 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.