Add the needed fields before signing
Carry document preparation forward by creating the fields your team has already specified.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
Even after a document is processed, it can sit idle while someone manually creates the fields needed for signing.
- Adds specified fields to a known document before sending.
- Connects the preparation handoff to a clear readiness signal.
- Reduces repetitive field creation steps.
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 fetch the existing document and create the explicitly specified fields before it is sent.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real document and the required field definitions.
Questions about this workflow
Does this action fetch the document automatically?
The action description says to use it after fetching a document. Ensure the document is fetched and its ID is confirmed in your workflow instructions.
Can Notis decide where fields belong?
Only if the placement and field requirements are explicitly supplied or returned. Do not rely on unstated field rules.
Does this send the document?
No. It creates fields. Sending requires the separate Send Document action after recipients and uploaded content are 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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