Keep Signer Details Current Before Signing
Correct a recipient detail at the handoff point so the Docnify document can reach the right person with accurate information.
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 or name in the CRM can be easy to miss when a signing process is already underway.
- Apply a CRM correction without searching through the signing process manually.
- Update only the recipient details supplied and verified for the request.
- Keep changes tied to the confirmed document and recipient IDs.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Docnify once in the Notis portal.
- 2Create an automation in Notis Automations or tell Notis the outcome in plain language.
- 3In one instruction, describe which verified CRM correction should update which Docnify recipient.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real correction and confirmed document and recipient IDs.
Questions about this workflow
Can this change every signer field?
The Docnify action supports updating name, email, or role, and requires at least one field to change. Include the intended correction in the request.
Does the workflow discover recipient IDs automatically?
The document and recipient must be confirmed. Provide their IDs or ensure the automation can reliably retrieve them before making the update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docnify. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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