Update a Docnify recipient after verification
Correct signer details before notifications go out again.
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
A typo in a signer record can stall an otherwise ready agreement.
- Correct recipient records quickly
- Reduce notification errors
- Keep changes tied to a confirmed document
Setup
Build it in a few focused steps.
- 1Connect 1Password and Docnify once.
- 2Create an automation telling Notis to update the specified recipient field on the confirmed document.
- 3Choose the notis_webhook trigger.
- 4Choose the report channel.
- 5Test with one real recipient correction.
Questions about this workflow
Which fields can this update?
It can update at least one of the recipient's name, email, or role after the document and recipient IDs are verified.
Will it resend the document?
No. It only updates the recipient record.
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
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