Keep signer details aligned after a credential correction
When a credential process supplies a verified signer correction, Notis can update the matching Docnify recipient after checking both IDs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Updates a recipient’s details on a document.
Why this helps
Correcting the same signer details in separate systems creates repetitive work and leaves room for inconsistent records.
- Reduce duplicate edits across credential and signing work.
- Apply only the supplied recipient correction.
- Require confirmation of document and recipient identity.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docnify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to confirm the document and recipient IDs, then update only the supplied name, email, or role details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real correction and review the run report.
Questions about this workflow
Which recipient details can this action update?
The listed action supports name, email, and role. The request must supply at least one field to update.
Can it infer the right recipient from a name alone?
The workflow should confirm the document and recipient IDs before changing a recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docnify. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Adds a recipient to a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Adds fields to a document.
Delete Document
Permanently deletes a document.
Delete Document Field
Removes a field from a document.
Delete document recipient
Removes a recipient from a document and revokes their access.
Get Document
Retrieves a document’s current state and details.
Get Template
Retrieves details about a template.
List Documents
Lists documents in the account.
Connect any two apps with Notis in the middle.
Accredible certificates and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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