Remove a recipient when a signing change is confirmed
Route a confirmed signer change into Docnify with the document and recipient clearly identified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
A changed signing plan can leave the wrong recipient attached while the correction waits for someone to find the document.
- Require confirmation of both document and recipient IDs.
- Act on an explicit change handoff.
- Keep a report of the access update.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation that removes a recipient only when the change is confirmed and both IDs are supplied.
- 3Choose notis_webhook and have your connected system send the verified request by HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real change and verify the intended recipient before removal.
Questions about this workflow
Does this delete the document?
No. It removes a recipient from a document. Deleting the document is a separate and permanent action.
Will it guess which recipient to remove?
No. The instruction should require verified document and recipient IDs and stop when either 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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