Remove a signer when the deal changes
When a verified deal change means someone should no longer receive a document, revoke their recipient access with a focused Docnify action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
Outdated recipients can remain attached to a document after deal ownership changes.
- Keep document recipients aligned with verified changes
- Use confirmed document and recipient IDs
- Reduce manual cleanup after a signer change
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docnify once in Notis.
- 2Create an automation and describe removing the verified recipient from the confirmed document.
- 3Choose a webhook trigger and send the document ID and recipient ID only after the change is confirmed.
- 4Choose where run reports should go.
- 5Test with one real, confirmed recipient removal.
Questions about this workflow
Does this cancel the whole document?
No. It removes one recipient from a document. Confirm the document and recipient IDs first.
Can it decide whether a deal change warrants removal?
Your process must verify that decision and send the webhook request with the confirmed IDs.
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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