Make the requested field change before a document goes out
Keep a last-minute field correction from becoming a second round of signatures by applying it before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
A field requirement that is missed during preparation can delay signing and require avoidable rework.
- Apply a confirmed field change before sending.
- Target an identified existing document field.
- Keep preparation requests connected to the document update.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docnify once in the Notis portal.
- 2Create an automation describing the field update outcome.
- 3Tell Notis to verify the document and field, then update only the requested existing field metadata before sending.
- 4Select the webhook trigger and report channel.
- 5Test with one real preparation request and confirm the field change.
Questions about this workflow
Does this create new fields?
No. This action updates metadata for existing document fields. Creating fields uses a separate action.
What details must be supplied?
The request must identify the document and existing field, and specify the label or requirement change.
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
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