Correct signer details with a verified handoff
Carry a confirmed name, email, or role correction into the right signing document with fewer manual steps.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Updates a recipient’s details on a document.
Why this helps
A small contact correction can become a source of confusion when the document and signer must be found again by hand.
- Update a recipient using confirmed document and recipient IDs.
- Change only details supplied in the correction.
- Surface incomplete or ambiguous correction requests.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that updates a recipient only when both IDs and at least one changed field are provided.
- 3Choose notis_webhook and have your connected system send the verified correction by HTTP request.
- 4Choose where Notis should send run reports.
- 5Test with one real correction and verify the updated recipient.
Questions about this workflow
Which details can be updated?
The action supports name, email, and role, and requires at least one field to update.
Can it match a signer by email alone?
The action requires the document and recipient IDs to be confirmed. The workflow should not guess these identifiers.
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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