Add a requested signer to the right Docnify document
Capture signer requests from your inbox and add the recipient once the document and their details are clear.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Signer details arrive in email while the document setup lives elsewhere, creating extra copying and a chance of missed requests.
- Turn clear signer requests into a Docnify recipient addition.
- Use the document ID and signer details supplied in the email.
- Include signing order or authentication details when the request provides them.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Docnify once in the Notis portal.
- 2Create an automation with a name that describes signer additions.
- 3Tell Notis to add a recipient only when the email identifies the document and provides the signer details.
- 4Choose New Gmail Message Received as the trigger and select where run reports go.
- 5Test with one real request containing a document ID and signer information.
Questions about this workflow
Can this set signing order?
Yes, when the email supplies the requested order. Notis should ask for clarification if the order matters but is missing.
What if the email omits the document ID?
Instruct Notis to report that the request needs clarification instead of adding a signer to an uncertain document.
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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