Check signature fields before the document goes out
Make the last field adjustments part of the handoff, so a document is ready for review before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
Small field label or requirement changes are easy to miss when a processed document moves between extraction and signing.
- Applies confirmed label and requirement changes to existing fields.
- Keeps field cleanup in the same handoff as document preparation.
- Reduces avoidable corrections before signing.
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 which existing fields to update and provide the confirmed labels or requirements for the specified Docnify document.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real document whose field IDs and requested changes are known.
Questions about this workflow
Does this create new fields?
No. This action updates metadata for existing document fields. Creating fields uses a different Docnify action.
Can Affinda determine which fields are required?
Only if the requirement is explicit in supplied data or instructions. Notis should not infer missing business rules.
Should this run after the document is sent?
Use it for changes before sending. Confirm the document's current state and intended edits first.
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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