Remove the right signer from the right document
Handle a signer change with a clear, verified removal request tied to the exact document and recipient.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
When deal participants change, leaving an old signer on a document can create confusion and unwanted signing activity.
- Remove the specified recipient after verifying both identifiers.
- Keep access changes tied to a deliberate request.
- Reduce confusion when deal participants change.
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 name and prompt.
- 3Tell Notis to verify the Docnify document and recipient IDs, then remove the recipient only when the request explicitly confirms removal.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test the identification and report flow with a real document and recipient.
Questions about this workflow
Will this remove the whole document?
No. It removes one specified recipient from a document.
What must be verified first?
Confirm both the document ID and recipient ID, and ensure removal is intended.
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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