Reflect a credential revision in signing field metadata
When a credential revision changes signing instructions, use the request context to update the relevant existing Docnify field metadata before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
A small change to a signing label or requirement can be overlooked when instructions are revised in another tool.
- Bring revised instructions into existing document fields.
- Reduce manual rechecking before a document is sent.
- Keep updates limited to supplied field metadata.
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 update only the specified existing Docnify field metadata using the revision details in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real document and field revision.
Questions about this workflow
Does this create new fields?
No. This action updates metadata for existing fields. Creating fields is a separate action.
What if a field identifier or revised requirement is missing?
Include the needed field details in the webhook request or instruction; do not ask Notis to guess them.
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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