Apply a clear field change from an email
Turn a precise field correction into a Docnify update while calling out missing document or field details.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
Small field changes get lost between a correction email and the document that still needs updating.
- Apply stated label or requirement changes
- Keep the document and field identity explicit
- Catch incomplete corrections before action
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docnify once in the Notis portal.
- 2Create an automation using plain language or Automations, New Automation.
- 3In one instruction, ask Notis to update only the specified field metadata on the identified Docnify document using changes explicitly stated in the email; report any missing identifiers.
- 4Choose New Email Received as the trigger and choose where run reports should go.
- 5Test with one real field correction and verify the updated metadata.
Questions about this workflow
Can this create new fields?
No. This workflow uses Update Document Fields for metadata of existing fields. Creating fields is a separate Docnify action.
What if the email asks for a different field value but does not identify the field?
Have Notis report the missing field identifier instead of guessing which field to change.
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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