Keep document fields aligned with current requirements
Spot a requirement change, confirm the document, and update the existing fields that need attention.
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A changed process can leave labels or field requirements outdated, leading to corrections just before a document is sent.
- Compare current source information with field details you provide.
- Update existing field metadata before sending.
- Avoid recreating fields when only labels or requirements need a change.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docnify once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, from any channel or in Automations, New Automation.
- 3Ask Notis to inspect the updated requirements and update only confirmed labels or requirements on the Docnify fields you identify.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real document and verify the intended existing fields are updated.
Questions about this workflow
Does this create missing fields?
No. This action updates metadata of existing fields. Use the create fields action for new fields.
What if I do not have a baseline for comparison?
Provide the current field details or another baseline. Without it, Notis can report the source requirements but cannot reliably determine what changed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docnify. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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