Correct Docnify recipient details from intake
Carry a confirmed name, email, or role correction into the existing signer record.
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
A small recipient typo can delay signing, and finding the right recipient record to correct adds more context switching.
- Apply a specific correction to an existing recipient.
- Support updates to name, email, or role when provided.
- Require confirmed document and recipient IDs before changing details.
Setup
Build it in a few focused steps.
- 1Connect Airparser and Docnify once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to update only the specified recipient details on the confirmed document and recipient, and ask if any IDs or changes are missing.
- 4Choose a webhook trigger for the incoming request and select where run reports should go.
- 5Test with one real correction for a known recipient.
Questions about this workflow
Which recipient details can be changed?
The action supports name, email, or role updates, and requires at least one field to update.
Can this action add a new signer?
No. It updates an existing recipient. Use Add Document Recipient when a new signer should be added.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Docnify. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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