Prepare attestation fields before sending
Turn an approved field list into fields on the prepared Docnify document, then review it before sending.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields
Adds fields to a document.
Why this helps
A prepared agreement can stall when required fields have not been added before signing begins.
- Reduce manual setup before a signing request.
- Keep field creation tied to an approved field list.
- Leave the document ready for a separate review and send step.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation asking Notis to create the supplied fields on a confirmed prepared document.
- 3Choose the Notis webhook trigger and include the confirmed document ID and approved field specifications.
- 4Choose where run reports should go, then test with one real prepared document.
Questions about this workflow
Does this workflow send the document?
No. It creates fields only. Sending is a separate action and should happen after the document, recipients, and content are confirmed.
What does the document need before fields can be added?
The action is intended for a fetched document. Supply a confirmed document ID and the approved field specifications.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Docnify. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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