Remove former members from the right agreement
When a verified membership change requires it, revoke a former member's access to a specific Docnify document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete document recipient
Removes a recipient from a document and revokes their access.
Why this helps
Former team members can remain on signing documents when offboarding follow-up is missed.
- Make a specific offboarding step easier to remember.
- Target only the confirmed document and recipient.
- Keep a report of the attempted change.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation instructing Notis to remove the specified recipient from the confirmed document when removal is approved.
- 3Choose the Notis webhook trigger and include confirmed document and recipient IDs with the approval context.
- 4Choose where run reports should go, then test with one real approved removal.
Questions about this workflow
Does every membership change trigger removal?
No. Your instruction should specify when removal is appropriate, and the request should include the confirmed document and recipient IDs.
Can the workflow delete the whole document?
No. It removes a recipient using the Delete document recipient action.
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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