Correct signer details on the matching Docnify document
Apply a clear correction from the document handoff to the intended signer, then keep the change visible in the run report.
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 changed email or role can derail a signing request when the correction is buried in a separate handoff.
- Update the specified recipient's name, email, or role.
- Require the handoff to identify both the document and recipient.
- Use a run report to keep the correction easy to review.
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 confirm the supplied document and recipient IDs, update only the supplied signer details, and report what changed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document, recipient ID, and correction.
Questions about this workflow
Which details can this update?
The action supports the recipient's name, email, and role. Supply at least one field to update.
Can Notis choose a recipient by email alone?
The workflow should use verified document and recipient IDs from the handoff before making the update.
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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