Apply signer corrections from your inbox
Handle a clear correction where it starts: in the email, with the Docnify document and signer identified.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Update Document Recipient
Tool to update a recipient's details (name, email, role) on a document. Use after confirming document and recipient IDs. Provide at least one field to update.
Why this helps
Signer corrections can sit in email while the document retains outdated recipient details, leading to avoidable follow-up.
- Apply clearly requested name, email, or role changes to the identified recipient.
- Avoid retyping corrections into a separate document workflow.
- Keep an automation report of the update.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docnify once in the Notis portal.
- 2Create an automation named for signer detail corrections.
- 3Tell Notis to update only the specified recipient fields when the document and recipient are identifiable.
- 4Choose New Gmail Message Received as the trigger and select where run reports go.
- 5Test with one real correction email that identifies the document and recipient.
Questions about this workflow
Which recipient details can this change?
The action supports updating a recipient's name, email, or role. The email should state the change to make.
What if multiple recipients could match?
Have Notis report the ambiguity and request clarification rather than changing an uncertain recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Docnify. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Gmail and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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