Prepare signature fields on a handed-off document
Put the requested fields in place after the document reaches Docnify, so field setup does not become a separate task to remember.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
A merged document may be ready for signature while the required fields still need to be added, creating another manual step and context switch.
- Use the document ID from the ActiveMerge handoff to find the Docnify record.
- Create requested fields after fetching the document, following the supported action sequence.
- Keep field preparation separate from the later send decision.
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 fetch the supplied Docnify document, then create the requested fields on it for review before sending.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and a clear list of fields to add.
Questions about this workflow
Will this send the document after creating fields?
No. It creates fields before sending. Review and send the document separately when it is ready.
Where do the field requirements come from?
Include the requested field details in the webhook handoff or in the instruction you give Notis.
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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