Keep Recipient Access Aligned With the Handoff
Route a confirmed handoff change to the document so the intended recipient list stays current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
When deal ownership or signer plans change, an outdated recipient can retain access until someone updates the document.
- Reduce manual cleanup after a confirmed signer change.
- Require document and recipient IDs to target the intended access.
- Use the webhook as a deliberate handoff signal.
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 the CRM change that warrants removal and require verification of both IDs before proceeding.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff change where recipient removal is intended.
Questions about this workflow
Does a CRM change automatically remove a recipient?
Only when the webhook request and CRM context show that removal is intended. This action revokes the specified recipient's access from the document.
What must be confirmed first?
Confirm the Docnify document ID and recipient ID before removal.
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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