Add the right investor to the right document
Keep investor paperwork moving by adding the confirmed signer to an existing Docnify document from an intentional request.
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
Recipient details often live with deal context, while the document setup is elsewhere, making a simple signer update easy to defer.
- Add a recipient after confirming the document identity.
- Use provided signing order or authentication preferences when relevant.
- Avoid re-entering signer details across deal and document work.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a clear name and prompt.
- 3Tell Notis to add the specified investor as a recipient only after verifying the Docnify document ID and supplied signer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and a confirmed recipient.
Questions about this workflow
Does this discover the signer automatically from Affinity?
The workflow uses the signer details supplied with the webhook request. Affinity does not provide trigger events here.
Can I set signing order?
Yes, if the request supplies the intended signing order and the document is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docnify. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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