Update Docnify signer details using Aeroleads contact data
Keep signer information current by checking the prospect record and updating only the details that need correction.
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Outdated or mistyped signer details can interrupt a document workflow and require manual investigation across apps.
- Use available lead contact information to resolve a signer detail.
- Require verified document and recipient IDs before updates.
- Update only the specified name, email, or role fields.
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 recipient detail to compare and update, and how to verify the document and recipient IDs.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and confirm the recipient IDs and corrected value before updating.
Questions about this workflow
Which recipient details can this action update?
It can update a recipient's name, email, or role. Provide at least one field to change.
Can it find the recipient ID from the document automatically?
The workflow needs the correct document and recipient IDs. If those IDs are not available in the returned data, provide them or use an approved process to obtain them.
Will the workflow change every signer on the document?
No. The action updates a specified recipient. Identify the intended recipient and the exact detail to change.
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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