Fix signer details from the correction request
Apply a verified correction to the named signer on the named document, without re-entering details from a separate request.
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
Small signer errors create extra back-and-forth when corrections do not reach the document promptly.
- Apply only the fields provided in a correction request.
- Require both document and recipient identification.
- Avoid manually switching between the request and Docnify.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation and describe the signer correction outcome.
- 3Tell Notis to verify the document and recipient IDs from the webhook and update only the supplied fields.
- 4Pick the webhook trigger and a report destination.
- 5Test with one real correction and confirm the updated recipient details.
Questions about this workflow
Which recipient fields can be updated?
The listed action supports name, email, or role and requires at least one field to update.
What if the request does not identify the recipient?
Do not update until the document and recipient IDs can be confirmed from the request or available context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docnify. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.