Keep Docnify signer details current from Ably requests
When signer information changes, send the verified update through Notis instead of searching Docnify by hand.
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
Corrected signer details are easy to miss when updates arrive in a separate Ably-powered workflow.
- Apply a specified name, email, or role update to the correct recipient.
- Avoid searching through documents for the signer to change.
- Keep a run report for the update.
Setup
Build it in a few focused steps.
- 1Connect Ably and Docnify once in the Notis portal.
- 2Create an automation in Notis and give it a clear name.
- 3In one instruction, tell Notis to verify the document and recipient IDs, then update only the signer details provided in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request containing a confirmed document ID, recipient ID, and at least one detail to update.
Questions about this workflow
Can it update any signer field?
The available action supports name, email, and role. Include at least one of those values and the confirmed document and recipient IDs.
Will Notis find the recipient from an email alone?
The action requires document and recipient IDs. Include them in the request or have Notis confirm them before updating.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Docnify. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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