Correct signer details on a Docnify document
Turn a correction request into a targeted update to the confirmed recipient record.
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 small correction to a signer's details can get buried in chat and delay a document already in progress.
- Applies corrections to a verified document and recipient
- Updates only details supplied in the request
- Keeps signer corrections from getting lost in messages
Setup
Build it in a few focused steps.
- 1Connect 2chat and Docnify once in the Notis portal.
- 2Create an automation in the portal or tell Notis what outcome you want from any channel.
- 3In one instruction, ask Notis to verify the document and recipient IDs, then update only the supplied name, email, or role fields.
- 4Choose the Notis webhook trigger and arrange for an HTTP request containing the IDs and correction to start it.
- 5Choose a report channel, then test with one real correction and confirm the intended recipient was updated.
Questions about this workflow
Can the workflow update every field automatically?
No. It should provide at least one requested field and update only the details included in the correction.
What identifiers are needed?
Verify both the document ID and recipient ID before updating the recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docnify. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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