Revoke a Docnify recipient after a confirmed review
Carry a clear access decision into Docnify with the document and recipient verified before removal.
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
Removing the wrong signer or forgetting to revoke access after a change can disrupt an agreement and create avoidable risk.
- Act on an explicit, reviewed decision to revoke access.
- Verify both document and recipient identities before removal.
- Keep access cleanup connected to the workflow that surfaced it.
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 remove a recipient only after review confirms the document and recipient IDs and the access decision.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a real, approved removal case and verify the intended recipient was removed.
Questions about this workflow
Can the AI remove a recipient based on a guess?
No. The workflow should act only on a clear decision and verified document and recipient IDs.
What does removing a recipient do?
It removes that recipient from the document to revoke their access.
Can the recipient be added back later?
Adding a recipient is a separate action. Confirm the document and signer details if that becomes necessary.
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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