Add the confirmed signer to a Docnify document
Once the document and signer are confirmed, let Notis add the recipient and keep the signing handoff moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Document Recipient
Adds a recipient to a document.
Why this helps
After a document decision is made, adding the right signer can become another small task that stalls the agreement.
- Continue from an AI-confirmed signing decision to recipient setup.
- Use explicit document and signer details to reduce entry mistakes.
- Optionally include signing order or authentication options when known.
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 add a recipient only after the document ID and signer details are confirmed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and recipient, then verify the recipient was added as intended.
Questions about this workflow
What must be confirmed before adding a recipient?
Confirm the Docnify document ID and the intended recipient details. The action adds a recipient to a specific document.
Can I set signing order?
The action optionally supports signing order and authentication options. Include them only when you know the intended values.
Does adding a recipient send the document for signature?
The listed action adds a recipient. Sending the document is a separate Docnify action.
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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