Add the right signers in the right order
Carry a confirmed signing plan into Docnify with signer details and sequence together.
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
A multi-person signing process is easy to mis-sequence when signer details and order are handled separately.
- Add recipients to a specified document.
- Use optional signing order from the approved plan.
- Keep incomplete signer plans from being applied.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to add the recipients from a confirmed signing plan, using signing order only when provided.
- 3Choose notis_webhook and have your connected system send the plan and document ID over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real multi-signer agreement and confirm the order.
Questions about this workflow
Is signing order mandatory?
No. The action supports optional signing order. Include it when your approved plan requires a sequence.
Can Notis invent missing signer details?
No. Provide confirmed recipient details and have the workflow stop when required information is missing.
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
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