Update existing Docnify fields from a request
When a field instruction changes, route the known document and field updates into a single focused action.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
Small field requirement corrections can get lost in chat and delay a document that is otherwise ready to send.
- Updates metadata for existing fields on a specified document.
- Keeps field changes tied to a confirmed document.
- Moves a clear request into a focused Docnify action.
Setup
Build it in a few focused steps.
- 1Connect Docnify once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3In one instruction, specify the confirmed document ID and field metadata changes, such as labels or requirements, and ask Notis to apply them when a webhook starts.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document and field example.
Questions about this workflow
Can this create missing fields?
No. This action updates metadata of existing fields. Use the create fields action when fields need to be added.
What must I include?
Provide the confirmed document ID and enough field identification and changed metadata for Notis to identify the existing fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Docnify. A trigger fires from one place; an action lands in another.
Airtable triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
View Created
Triggers when a new view is created in an Airtable base.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
View Deleted
Triggers when a previously known Airtable view is deleted.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Airtable and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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