Prepare agreement fields before sending for signature
Add the required signing fields to an existing partner agreement when your onboarding process is ready to prepare it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
Missing fields can interrupt signing after the agreement is otherwise ready to go.
- Prepare supplied fields before sending the agreement.
- Keep field setup attached to a known document.
- Reduce avoidable interruptions in the signing process.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docnify once in the Notis portal.
- 2Create an automation asking Notis to fetch the specified document and add the supplied fields before sending.
- 3Pick the Notis webhook trigger and provide the confirmed document ID and field details.
- 4Choose where run reports go, then test with one existing agreement and its required fields.
Questions about this workflow
Does this send the agreement?
No. It creates fields on a document. Sending for signature is a separate action.
What should I provide?
Provide a confirmed document ID and the field details your agreement needs.
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.
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.
Adtraction and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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