Prepare Docnify signing fields from an AI workflow
Carry the document preparation handoff into Docnify by creating the fields the agreement needs before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
A prepared agreement can still sit idle while someone manually adds the required signing fields.
- Continue from AI document preparation to field setup.
- Create one or more fields from requirements you provide.
- Keep field creation before the separate send step.
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 fetch the document and create the specified fields only after confirming its ID and field requirements.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and verify fields before sending it.
Questions about this workflow
What needs to happen before fields are created?
Fetch the document and confirm it is the intended document. The action is meant for adding fields before sending.
Does AI decide field placement automatically?
Only follow placement or field details explicitly supplied in the request or returned data. Do not assume unavailable document content or coordinates.
Does this send the document?
No. Field creation is separate from sending the document for signature.
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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