Apply reviewed changes to signing fields
Keep the signing document aligned with an approved change without hunting through its fields manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
Field changes can be easy to miss when revisions arrive separately from the document being prepared.
- Apply label or requirement changes from a reviewed request.
- Keep the change tied to a specified document.
- Make changes before sending, as the action is intended.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docnify once in the Notis portal.
- 2Create an automation to update existing field labels or requirements from a reviewed change request.
- 3Choose notis_webhook and have your connected system send the document ID and approved changes over HTTP.
- 4Choose where Notis should send run reports.
- 5Test with one real change and verify the fields before sending.
Questions about this workflow
Can this create new fields?
No. This action updates metadata of existing fields. Creating fields uses a different Docnify action.
Can the workflow infer the requested change?
Provide the reviewed change explicitly. The workflow should report an ambiguous request rather than guess.
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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