Keep signer details current
Check the current source, confirm the recipient identity, and update only the details that have changed.
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
Outdated signer details can cause signature requests to reach the wrong person or arrive with incorrect information.
- Use a current source to identify changes.
- Require verified document and recipient IDs.
- Update only fields confirmed to be different.
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 specified website and update a verified Docnify recipient only for confirmed changes to name, email, or role.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real recipient and confirm at least one intended field changes.
Questions about this workflow
Can this update a recipient without a confirmed identity?
No. Verify both the document ID and recipient ID before making a change.
What if no signer detail changed?
Have Notis report that the source matches the current information and skip the update.
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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