Remove a Field That No Longer Belongs
Carry a verified correction through to the signing document by removing the field that should no longer be there.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Document Field
Removes a field from a document.
Why this helps
An outdated field can confuse signers when the CRM record changes after a document has been prepared.
- Keep prepared documents aligned with verified CRM corrections.
- Target a specific field and document rather than making broad changes.
- Make removal part of the correction handoff.
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.
- 3Describe which CRM correction makes which verified document field obsolete.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real correction and confirmed document and field IDs.
Questions about this workflow
Can it decide which fields are obsolete on its own?
The automation needs a clear rule or a supplied decision identifying the field to remove. Confirm the exact field and document before proceeding.
Can a removed field be restored?
This action deletes a specific field. Verify that removal is intended before running it.
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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