Correct contract signer details from the project handoff
Fix a confirmed recipient's details from the correction already recorded with the Agiled project.
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 small signer detail correction can become a separate task that holds up contract preparation.
- Apply a known correction without re-entering the entire recipient.
- Confirm both document and recipient before updating.
- Keep project details and signing preparation aligned.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: For this Agiled correction, confirm the Docnify document and recipient IDs, then update only the recipient fields explicitly provided.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real correction and verify the recipient details in Docnify.
Questions about this workflow
Can this update just an email address?
Yes. The action requires at least one field to update, such as a name, email, or role.
What if the recipient is ambiguous?
The workflow should not guess. It needs a confirmed document ID, recipient ID, and the exact correction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docnify. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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