Keep agreement signer details current
When a campaign handoff changes the right contact, update the document recipient with a deliberate, verifiable request.
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
Outdated signer details can delay campaign agreements and force busy teams to rediscover who needs to act.
- Update a confirmed recipient on a specific document.
- Use campaign context to explain why a contact change is needed.
- Reduce delays caused by stale signer details.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Docnify once in the Notis portal.
- 2Create an automation to review supplied campaign context and update the named recipient only when a corrected detail is provided.
- 3Choose the Notis webhook trigger and include the confirmed document and recipient IDs plus at least one field to update.
- 4Choose where run reports should go, then test with one real recipient update.
Questions about this workflow
Can the workflow infer a new signer from an ad?
Adyntel provides ad insights, not authoritative signer records. Supply the confirmed recipient ID and corrected name, email, or role.
What information is needed for an update?
Confirm the document and recipient IDs and provide at least one detail to change, such as name, email, or role.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docnify. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.