Correct a Docnify recipient after verification
Keep signer corrections close to the review that found them, with the document and recipient confirmed first.
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 typo in signer details can lead to confusion or a signing request going to the wrong person if corrections are delayed.
- Apply a verified correction to a specific recipient.
- Update a name, email, or role as appropriate.
- Reduce rework caused by incorrect recipient details.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to update the confirmed recipient only with details verified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real correction and verify the recipient details on the intended document.
Questions about this workflow
What recipient information can be changed?
The action supports updating a recipient's name, email, or role, and requires at least one field to change.
What must be confirmed first?
Verify the Docnify document ID and recipient ID, along with the corrected information.
Does this resend the signing invitation?
No. The action updates recipient details. Resending is a separate action and should be considered deliberately.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docnify. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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