Add a new Discord member to Docnify
Keep onboarding moving from the moment a teammate joins.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Why this helps
New hires or partners join the server, but their required signing documents still need manual setup.
- Start onboarding actions promptly
- Use the member event as a reliable signal
- Reduce missed signer setup
Setup
Build it in a few focused steps.
- 1Connect Discord and Docnify once in the Notis portal.
- 2Create an automation named New member signer setup.
- 3Tell Notis to add the new member as a recipient only when the onboarding document and role are confirmed.
- 4Pick New Member Joined as the trigger and select the server.
- 5Choose a report channel, then test with one controlled member example.
Questions about this workflow
Will every new member be added?
Tell Notis to act only for the onboarding role or an explicitly identified document.
What information is needed?
The member identity plus a confirmed document ID and recipient role are needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Docnify. A trigger fires from one place; an action lands in another.
Discord triggers
Docnify actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Document Recipient
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
New Discord Message Trigger
Polls a specific Discord channel for new messages.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Discord and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.