Add a signer when ActiveMerge hands off a document
Turn a document handoff into a ready-to-review signer update, without retyping the details from one tool into another.
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
Copying signer details from a generated document workflow into a signing platform creates avoidable interruption and increases the chance of sending to the wrong person.
- Add a recipient using the Docnify document ID supplied in the webhook.
- Use signing order and authentication options when the handoff provides them.
- Keep signer setup attached to the document handoff.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the supplied signer to the confirmed Docnify document, using supplied signing order or authentication options when present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document ID and recipient.
Questions about this workflow
Does this workflow send the document for signing?
No. It adds a recipient to the document. Sending is a separate Docnify action.
What details must the webhook include?
Include the Docnify document ID and the recipient details required by Docnify. Include optional signing order or authentication preferences if you want Notis to use them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docnify. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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