Add a signer from a clear email request
Reduce repetitive recipient setup by having Notis act on email instructions that identify the document and signer.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
Signer details arrive in email, then have to be copied into Docnify while keeping document identity straight.
- Use recipient details already provided in the request
- Require clear document identification before acting
- Reduce manual copying between inbox and signing app
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation in plain language or through Automations, New Automation.
- 3In one instruction, ask Notis to add the named recipient only when the email identifies the Docnify document and provides the required recipient details; otherwise report what is missing.
- 4Choose New Email Received as the trigger and choose where run reports go.
- 5Test with one real request using a document and signer you can verify.
Questions about this workflow
Will it add a signer if the email only says to send it to someone?
Set the instruction to require a clearly identified document and recipient details. If either is missing or ambiguous, Notis should report the gap instead of adding someone.
Can I specify signing order or authentication?
The action supports optional signing order and authentication options, but only use values explicitly supplied or approved in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docnify. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Agent mail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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