Add a confirmed campaign contact as a document signer
Carry a verified signer handoff into Docnify without copying names and email addresses between tools.
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
Manually transferring signer details from a campaign handoff invites typos and delays.
- Use the document ID and recipient details provided in the handoff.
- Optionally include signing order when supplied.
- Avoid adding recipients when the document or identity is uncertain.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that adds a recipient only after verifying the document ID and supplied signer details.
- 3Choose notis_webhook and have your connected system send the signer handoff by HTTP request.
- 4Choose where Notis should send run reports.
- 5Test with one real handoff and confirm the recipient on the intended document.
Questions about this workflow
Can the workflow decide signing order?
It can use signing order when your instruction and incoming handoff provide it. The action supports optional signing order.
What if the document ID is absent?
The instruction should stop and report the missing ID rather than adding a recipient to an uncertain document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docnify. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.