Keep attestation fields aligned with review requirements
Carry an approved field requirement change into the prepared Docnify document with a clear report of the update.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Updates metadata for document fields.
Why this helps
Small field changes are easy to lose between a policy review and the next agreement send.
- Carry an approved requirement change into a prepared document.
- Keep updates scoped to specified existing fields.
- Make the completed change visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Docnify once in the Notis portal.
- 2Create an automation to update specified existing field labels or requirements on a confirmed document.
- 3Choose the Notis webhook trigger and include the confirmed document ID, field details, and review decision.
- 4Choose where run reports should go, then test with one real approved field update.
Questions about this workflow
Does this create new fields?
No. It updates metadata on existing fields. Creating fields uses the separate Create Document Fields action.
What should the webhook include?
Provide the confirmed document ID, the existing field details to change, and the approved update information.
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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