Update Docnify signature fields before sending prospect documents
Make required document fields clear before a prospect receives a signing request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
Unclear labels or requirements can send a document back for correction and create another follow-up loop.
- Use prospect context to initiate a document preparation step.
- Update field labels or requirements on an existing document.
- Resolve field details before sending the document for signature.
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 which confirmed document fields to update and the intended labels or requirements.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and verify the document and field details before updating.
Questions about this workflow
Can this workflow create missing fields?
No. Updating metadata requires existing fields. Use Create Document Fields after fetching a document when new fields are needed.
What information is needed to update fields?
Identify the document and existing fields, then specify the labels or requirements to change.
Does the workflow send the document afterward?
No. Updating fields is separate from sending. Sending requires confirming the document, recipients, and uploaded content.
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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