Confirm the document before changing signer details
Review the source and current document metadata first, so any signer update starts with the right record and context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Document
Retrieves a document’s current state and details.
Why this helps
A signer change based on stale context or the wrong document can cause confusion and delay the signing process.
- Confirm document state before a recipient change.
- Bring source context together with current metadata.
- Make the correct next step clearer before editing.
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 signer source and fetch the Docnify document ID you provide, reporting whether the record is ready for review.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real case and confirm the document identity and state before proceeding.
Questions about this workflow
Does this workflow change the recipient?
No. It fetches the document for verification. A separate recipient update requires verified document and recipient IDs.
What does it do when the document state is unclear?
Have Notis report the uncertainty and stop for review rather than assuming the record is ready.
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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