Keep Docnify signer details aligned with job updates
A corrected contact should not get lost between the job record and the signature request. Send the confirmed document and recipient details to Notis to update.
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
A typo or changed signer contact can leave the wrong person attached to a document and create avoidable follow-up.
- Update a recipient's name, email, or role from supplied job information.
- Require the document and recipient IDs in the request.
- Reduce repeated manual corrections across tools.
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 specified recipient fields using the confirmed document and recipient IDs in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real correction and verify the intended recipient was updated.
Questions about this workflow
What information must the request include?
It must identify the Docnify document and recipient, and provide at least one recipient field to change, such as name, email, or role.
Can it add a new signer?
No. This workflow updates an existing recipient. Adding a recipient uses a different Docnify action.
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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