Keep signer contact details aligned with AgencyZoom
Carry a confirmed client email correction into the right Docnify signing request without hunting through open documents.
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A corrected email on a client record can leave a signing request pointed at an outdated inbox.
- Applies a confirmed email correction to the intended signer
- Avoids repeated manual lookup across client and signing records
- Makes the document and recipient identity explicit before an update
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docnify once in Notis.
- 2Create an automation in Notis and name it.
- 3Tell Notis to update the specified Docnify recipient email only when the incoming AgencyZoom correction includes confirmed document and recipient IDs.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real correction and verified IDs.
Questions about this workflow
Can this identify the right signer from an email alone?
The workflow should receive the Docnify document and recipient IDs with the correction. Do not rely on matching an email address alone when multiple documents or recipients could fit.
What if the corrected email is missing?
The instruction should skip the update and report that the correction needs a valid email address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docnify. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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