Remove a Docnify recipient when prospect access should end
Make recipient access changes deliberate by checking the prospect and document before removing a signer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
A former prospect or changed deal can leave someone with document access after they should no longer be involved.
- Tie recipient removal to relevant prospect context.
- Verify the document and recipient IDs before revoking access.
- Leave a run report for the access change.
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 when access should end and how to verify the prospect, document ID, and recipient ID.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real example and carefully confirm both IDs before removal.
Questions about this workflow
Does this action permanently delete the document?
No. It removes a recipient from a document to revoke access. Deleting a document is a separate action.
Can it remove the recipient based only on an email address?
The workflow should verify the document ID and recipient ID. If recipient IDs are not available, provide them through a reliable lookup.
What should the trigger represent?
Use a Notis webhook when an HTTP request should start the review. Describe the access-change condition in the automation prompt.
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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