Fix recipient details before signing moves forward
When a verified correction arrives from a compliance process, update the corresponding Docnify recipient with the supplied details.
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
Incorrect recipient information can interrupt a signing request and create extra back-and-forth across compliance and document tools.
- Turn a clear correction handoff into a recipient update.
- Require confirmed document and recipient identifiers.
- Keep a record of the requested change in the run report.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to update the specified recipient on the confirmed Docnify document using only the supplied correction fields.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one authorized correction and confirmed document and recipient IDs.
Questions about this workflow
Can the workflow update only one recipient field?
Yes. The action requires at least one field to update, such as name, email, or role.
What if the recipient ID is missing?
The document and recipient identifiers must be confirmed before updating. Do not rely on an ambiguous name match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Docnify. A trigger fires from one place; an action lands in another.
21risk 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.
21risk and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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