Prepare agreement recipients after parsing
Keep signer setup moving by adding the people already confirmed for the agreement.
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
The agreement details may be ready, but adding each signer and checking the document ID can become another small task to lose track of.
- Adds recipients to a confirmed document without repeating setup manually.
- Can preserve a supplied signing order.
- Keeps signer details attached to the right agreement ID.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Tell Notis to add only the confirmed recipient details to the specified Docnify document, including signing order or authentication options when supplied.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real document ID and verified signer details.
Questions about this workflow
Does this workflow create or send the document?
No. It uses the Add Document Recipient action for an existing Docnify document. Sending requires a separate action.
Can it choose the signing order?
Only when the desired order is provided. The action optionally supports signing order and authentication options.
Can Affinda supply all recipient details?
Only if those details are present in the parsed data or otherwise supplied. Missing names, emails, or roles must be confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Docnify. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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