Get the right deal contact onto the contract
Turn a deal update into a clear next step for signing. Notis uses the document and contact details supplied with the webhook to add the 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
Looking up a document and adding its signer by hand creates another chance for contract follow-up to stall.
- Avoid re-entering deal contact details
- Keep the document ID and signer details together
- Reduce manual handoffs from deal updates to paperwork
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe adding the supplied deal contact to the confirmed Docnify document.
- 3Choose a webhook trigger and arrange for your integration or backend to send the deal, document ID, and signer details.
- 4Choose where run reports should go.
- 5Test with one real deal and document.
Questions about this workflow
Does ActiveCampaign provide the trigger for this workflow?
No. ActiveCampaign has no trigger events in this package. An HTTP request starts the workflow, and your integration or backend supplies the deal and contact details.
Does this workflow send the document for signature?
No. It adds a recipient to the confirmed document. Use a separate sending step or workflow after checking the document is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docnify. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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