Keep Document Field Requirements in Sync
Carry a confirmed change in signing requirements into the existing Docnify fields before the document is sent.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
A requirement change captured in the CRM can be overlooked when the prepared document still has old field labels or settings.
- Reduce rework caused by outdated field metadata.
- Apply the requested change to existing fields before sending.
- Keep the update grounded in confirmed document and field context.
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 verified CRM change and which existing Docnify field metadata should be updated.
- 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
Does this create new fields?
No. This action updates metadata on existing document fields. Creating fields is a separate Docnify action.
Can it send the document after updating fields?
This workflow updates fields only. Sending requires a separate action after recipients and document content are ready.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.