Add the right signer to a policy change document
When a policy update calls for another signature, use the supplied document and signer details to prepare the Docnify recipient list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Adds a recipient to a document.
Why this helps
A policy change can require a new signer, and the request can be missed while client details are being updated elsewhere.
- Carries a policy-change signing need into Docnify
- Uses the document and signer details provided with the request
- Can respect a supplied signing order
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 add the named signer to the specified Docnify document when the AgencyZoom policy-change request confirms the document ID and signer details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real policy change and a document where the signer should be added.
Questions about this workflow
Does this create the policy document?
No. This workflow adds a recipient to an existing document whose ID is supplied and confirmed in the webhook.
Can it set signing order?
The action supports an optional signing order. Include the intended order in the webhook context when it is needed.
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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