Make the final field changes before signing
Apply a precise field adjustment to a confirmed document before it goes out for signature.
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 changes can be forgotten when deal teams move quickly from document preparation to sending.
- Change existing field metadata with a specific request.
- Keep final field adjustments close to the deal decision.
- Support a review step before the document is sent.
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 provide its name and prompt.
- 3Tell Notis to update only the specified labels or requirements on verified existing Docnify fields before sending.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and review the changed fields.
Questions about this workflow
Does this create new fields?
No. This workflow updates metadata on existing fields. Use the create-fields action for new fields.
Will it send the document too?
No. This workflow changes field metadata only; 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.