Add an Aeroleads prospect as a Docnify signer
Prepare the signer list from prospect context, then keep the document handoff moving with a verified recipient.
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 signers by hand creates another chance to enter the wrong contact or attach them to the wrong document.
- Use available lead details to prepare a recipient entry.
- Require the document ID to be confirmed before adding a signer.
- Support optional signing order and authentication details when provided.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docnify once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Describe how to identify the intended prospect and Docnify document, including any signing order or authentication requirements.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and verify both IDs and recipient details before adding.
Questions about this workflow
What must be confirmed before a recipient is added?
The Docnify document ID and the intended recipient. The action can also accept signing order and authentication options when needed.
Will this send the document for signature?
No. Adding a recipient is separate from sending the document. Use the Send Document action after confirming recipients and uploaded content.
Can Aeroleads provide all recipient details?
Not necessarily. The workflow can use available contact data, but provide any missing names, roles, signing order, or authentication requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docnify. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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