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Notis

Clean up a field that no longer belongs

When a document review confirms a field should be removed, send its verified IDs to Notis for a focused Docnify cleanup.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Delete Document Field

Removes a field from a document.

Why this helps

A field that no longer applies can confuse document preparation and create extra review work.

  • Make a verified field correction easier to carry out
  • Target the exact document and field IDs supplied
  • Keep cleanup distinct from changing signer details

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Docnify once in Notis.
  • 2Create an automation and describe deleting the verified field from its confirmed document.
  • 3Choose a webhook trigger and send the document ID and field ID in the request.
  • 4Choose where run reports should go.
  • 5Test with one real field that has been confirmed for removal.

Questions about this workflow

Can this action remove an entire document?

No. It deletes a specific field from an existing document using the supplied IDs.

What should be confirmed first?

Verify both the document ID and the field ID, and confirm that the field should be removed.

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.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

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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