Keep document fields aligned with job instructions
When job instructions clarify what a signer must complete, pass the confirmed field updates to Notis to revise existing Docnify fields.
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
Field labels and requirements can lag behind job instructions, creating confusion during signing.
- Update labels or requirements for existing document fields.
- Keep field changes tied to a job instruction update.
- Use a confirmed document and field context supplied in the request.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to update only the existing Docnify field metadata specified in the request for the confirmed document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and a confirmed field change.
Questions about this workflow
Does this create new fields?
No. This action updates metadata for existing fields. Creating fields requires a separate action after fetching the document.
What if the job instructions do not identify the field change?
The workflow should request or report the missing detail instead of guessing which field or requirement to change.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Docnify. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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