Correct signer details without rebuilding the agreement
Pass along a verified correction to the signer details on an existing partner agreement and keep the signing workflow moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Updates a recipient’s details on a document.
Why this helps
A corrected signer email or name can stall an agreement while someone finds the right document and recipient record.
- Apply a supplied correction to an existing recipient.
- Keep the correction tied to verified document and recipient IDs.
- Reduce delay caused by manually locating signer records.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Docnify once in the Notis portal.
- 2Create an automation to update a recipient's supplied name, email, or role on a confirmed Docnify document.
- 3Pick the Notis webhook trigger and include the document ID, recipient ID, and corrected value.
- 4Choose where run reports go, then test with one verified recipient correction.
Questions about this workflow
Can this change all signer details at once?
The action needs at least one field to update. Supply only the fields that need correction.
What IDs are required?
Confirm both the Docnify document ID and recipient ID before updating the recipient.
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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