Remove a verified recipient from a Docnify document
Route a documented access change to the correct Docnify record and keep the action easy to review.
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
Removing a signer requires care; locating the right document and recipient across separate tools can slow down a clear access change.
- Use verified document and recipient IDs to target the removal.
- Act on an explicit handoff that identifies the intended recipient.
- Keep the removal traceable through the run report.
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 remove the specified recipient only after verifying the document and recipient IDs in the handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real document and recipient that are approved for removal.
Questions about this workflow
What must the handoff include?
It must identify the Docnify document ID and recipient ID, and clearly request removal.
Can this delete the whole document?
No. It removes a recipient from a document. Deleting a document is a separate action.
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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