Update existing signing field details before sending
Keep field labels and requirements aligned with the latest handoff, then review the document before it goes out for signature.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
Small changes to a field label or requirement can be easy to miss when they arrive in a separate document workflow.
- Update existing field labels or requirements based on supplied instructions.
- Use the handoff's document and field identifiers to target the intended fields.
- Make the requested changes before the separate send step.
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 update the specified existing Docnify fields using the supplied labels or requirements, then summarize the changes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and field update.
Questions about this workflow
Can this create new fields?
No. Use the Create Document Fields action for new fields. This workflow updates metadata on existing fields.
Will it send the document?
No. It updates field metadata before sending. Sending remains a separate step.
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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