Keep agreement signers aligned with team changes
Send verified signer updates to the right Docnify document so agreements reach the intended person.
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
Team changes can leave signature requests addressed to an outdated contact.
- Reduce corrections made by hand across tools.
- Update only the provided signer details.
- Require confirmed document and recipient IDs for a precise change.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation to update the supplied signer details on the specified Docnify recipient.
- 3Choose the Notis webhook trigger and include confirmed document and recipient IDs plus the verified change.
- 4Choose where run reports should go, then test with one real signer update.
Questions about this workflow
Can the workflow find the right recipient by itself?
The update action requires confirmed document and recipient IDs. Include them in the webhook request or have Notis establish them from reliable returned data.
Which fields can be updated?
The action supports recipient name, email, or role, and requires at least one field to update.
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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