Remove an obsolete field from a signing document
Apply a clear field removal request to the right document without searching through it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document Field
Removes a field from a document.
Why this helps
An obsolete field can make a signing document confusing when a revision is not carried through promptly.
- Tie removal to a reviewed revision.
- Require a specified document and field.
- Report missing identifiers instead of removing the wrong field.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that removes a field only when a reviewed request specifies the document and field.
- 3Choose notis_webhook and have your connected system send the approved revision over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real revision and verify the field selected for removal.
Questions about this workflow
Can the workflow remove a field based on a vague instruction?
The instruction should require the specific document and field identifiers and stop if either is unclear.
Does this change recipients or send the document?
No. It removes a field from an existing document. Recipient changes and sending are separate actions.
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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