Keep signer details accurate across deal paperwork
Correct an existing signer record from a deliberate request, without hunting through document settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Updates a recipient’s details on a document.
Why this helps
A stale signer email or role can delay signatures and create avoidable follow-up across deal and document tools.
- Update only the recipient fields provided in the request.
- Require confirmed document and recipient IDs before editing.
- Reduce delays caused by outdated signer details.
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 update only the signer details included in your request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recipient and confirm the updated details.
Questions about this workflow
Can it change every recipient field?
It updates supplied fields such as name, email, or role. Include at least one field to change.
Can it find the recipient by name alone?
The action requires confirmed document and recipient IDs, so include or confirm those identifiers.
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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