Revoke a contract recipient's access after a confirmed change
Carry a confirmed project access change through to the corresponding Docnify recipient.
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
A signer change can be recorded in project work while the old recipient remains on the document.
- Reduce the chance of a stale recipient remaining on a document.
- Require verification of document and recipient IDs.
- Keep a confirmed project change connected to signing access.
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: When this Agiled handoff confirms signer access must be revoked, verify the Docnify document and recipient IDs, then remove that recipient.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real, confirmed removal and verify the recipient is removed in Docnify.
Questions about this workflow
Can this remove the whole document?
No. This workflow removes a recipient from a document. Deleting a document is a separate action.
Will it act on a requested but unconfirmed change?
The instruction requires the handoff to confirm revocation and the workflow to verify both IDs before acting.
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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