Apply clear signer corrections from email
Put corrected signer information where it belongs, with a check that the document and recipient are identified first.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Why this helps
A corrected name or email can get buried in the thread while the Docnify record stays outdated.
- Capture corrections from incoming requests
- Require document and recipient identification
- Report when the correction lacks a value to update
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation by describing the intended outcome to Notis or using Automations, New Automation.
- 3In one instruction, ask Notis to update only the verified recipient on the identified document using corrected details stated in the email, and report missing identifiers or values.
- 4Select New Email Received as the trigger and set a destination for run reports.
- 5Test with one real correction request and verify the recipient details.
Questions about this workflow
Can the workflow update only a name or only an email?
Yes. The action supports updating recipient details and requires at least one field to update. The email must clearly state the correction.
What if the document has multiple recipients?
Require Notis to identify both the document and the intended recipient before updating anything. If it cannot distinguish them, it should report the ambiguity.
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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