Fix signer details before the document goes out
Apply a confirmed correction to the right signer without retracing the document setup by hand.
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
A small name, email, or role correction can get missed when signer details are passed between document workflows.
- Applies supplied corrections to a known recipient.
- Supports updating name, email, or role when provided.
- Keeps the change tied to confirmed document and recipient IDs.
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 update only the specified recipient fields on the confirmed document and recipient IDs using verified details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real document and recipient ID and a confirmed correction.
Questions about this workflow
Can it update a signer without a recipient ID?
No. Confirm the document and recipient IDs before updating.
What details can it change?
The action supports recipient name, email, and role. Provide at least one field to update.
Will it infer corrected details from a parsed resume or invoice?
No. Use verified recipient details. Affinda extraction does not itself confirm that a signer correction is appropriate.
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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