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Notis

Correct signer details before follow-up

Route a verified contact correction to the signer on the confirmed Docnify document, with the exact update supplied in the webhook request.

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 in a signer record can make a document handoff harder to complete and track.

  • Reduce repeat entry of corrected signer details
  • Tie each change to confirmed document and recipient IDs
  • Support timely corrections before the next signing step

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Docnify once in Notis.
  • 2Create an automation and describe applying the verified signer correction to the confirmed recipient.
  • 3Choose a webhook trigger and send the document ID, recipient ID, and at least one field to update.
  • 4Choose where run reports should go.
  • 5Test with one real, verified correction.

Questions about this workflow

Which details can this update?

The action supports updating a recipient's name, email, or role. The request must provide at least one field to update.

Can it find the recipient from an email alone?

No. Confirm the document and recipient IDs, then supply the update.

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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