Add the right signer to a job document
When job information confirms who needs to sign, pass the document ID and signer details to Notis to add that recipient in Docnify.
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
Adding a signer requires moving details from the job record into the signing workflow, where missing or mistyped information can delay signature collection.
- Add a recipient to a confirmed Docnify document.
- Use signer details supplied in the request.
- Optionally provide signing order and authentication options when known.
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 add the supplied signer to the specified Docnify document, using only provided signing order and authentication options.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document ID and confirmed signer details.
Questions about this workflow
Can this workflow create the document first?
No. The Docnify action adds a recipient to an existing document, so the request must identify a document that already exists.
Are signing order and authentication options required?
They are optional. Include them in the request when they are known and needed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.