Turn an issued credential into a signing handoff
When an Accredible credential is issued, let Notis find the intended Docnify document and add its recipient so the next signature step is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Adds a recipient to a document.
Why this helps
Copying recipient details between a credential record and a signing document creates extra context switching and risks missed handoffs.
- Carry recipient details into a signing workflow promptly.
- Reduce manual lookup and re-entry.
- Keep the document ID confirmation in the instruction.
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 use the incoming Accredible credential details to identify the Docnify document, confirm its ID, and add the intended recipient.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real credential and document.
Questions about this workflow
Does Accredible provide a trigger event here?
No. Start this workflow with a Notis webhook. An external service must send the HTTP request when the relevant Accredible activity occurs.
Can Notis add a recipient without a document ID?
The Docnify action requires a confirmed document ID. Include a reliable way to identify it in the request or instruction.
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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