Adjust document fields before signature
Keep a verified change in document requirements from getting lost between deal review and 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
Field labels or requirements can become outdated after a deal change, leaving another manual correction to remember.
- Apply a verified field change before sending
- Update field labels or requirements using confirmed IDs
- Reduce repeated document preparation work
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe updating the supplied Docnify field metadata before sending.
- 3Choose a webhook trigger and send the confirmed document and field IDs with the intended metadata change.
- 4Choose where run reports should go.
- 5Test with one real field and a verified correction.
Questions about this workflow
What metadata can this action change?
It updates metadata of existing document fields, such as labels or requirements.
Does it create a missing field?
No. Use the create fields action for new fields. This action updates existing ones.
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
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.