Prepare signature fields before a deal document goes out
Turn field requirements from deal context into a prepared Docnify document that is ready for a final review.
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
Documents can reach the sending stage before the required signature or information fields have been added.
- Create one or more requested fields after fetching the document.
- Make field preparation a distinct step before sending.
- Keep a final human review point before the signature request.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and add a name and prompt.
- 3Tell Notis to fetch the confirmed document and create the specified fields, then report the result for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test on one real document and verify its fields before sending.
Questions about this workflow
What does the request need?
Provide the Docnify document ID and the field details to create.
Does creating fields send the document?
No. Creating fields prepares the document; sending is a separate action.
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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