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Notis

Add the right signer to an existing partner agreement

When a signing party is confirmed, add them to the existing agreement with less context switching.

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

Adding a signer can become a separate task that gets missed while onboarding a new partner.

  • Add a supplied signer to the confirmed agreement.
  • Optionally include a signing order or authentication options when known.
  • Keep partner onboarding from stalling on a separate document task.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Docnify once in the Notis portal.
  • 2Create an automation that adds a supplied recipient to a confirmed Docnify document.
  • 3Pick the Notis webhook trigger and send the document ID and recipient details from your onboarding process.
  • 4Choose where run reports go, then test with one existing agreement and verified signer.

Questions about this workflow

Does this create a new agreement?

No. It adds a recipient to an existing Docnify document. Confirm the document ID first.

Can I set signing order?

Yes, if your process provides the desired order and the action supports the required options.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Docnify. A trigger fires from one place; an action lands in another.

Adtraction triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Document Recipient

Adds a recipient to a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Adds fields to a document.

ActionInstant

Delete Document

Permanently deletes a document.

ActionInstant

Delete Document Field

Removes a field from a document.

ActionInstant

Delete document recipient

Removes a recipient from a document and revokes their access.

ActionInstant

Get Document

Retrieves a document’s current state and details.

ActionInstant

Get Template

Retrieves details about a template.

ActionInstant

List Documents

Lists documents in the account.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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