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Prepare the right signer when a new event is booked

Make the next paperwork step easier by adding the known signer to the document tied to the new event.

Trigger

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

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

Booking an event often creates signer setup work that can get lost between scheduling and document preparation.

  • Reduce repeated recipient setup for event-related paperwork.
  • Allow signing order and authentication details when provided.
  • Require an identified document and verified recipient.

Setup

Build it in a few focused steps.

  • 1Connect Google Calendar and Docnify once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the intended outcome in plain language.
  • 3In one instruction, identify the document, recipient details, and any signing order or authentication requirements.
  • 4Pick Event Created, choose a report channel, and test with one real example.

Questions about this workflow

Does the calendar event always include signer details?

The event provides summary, start and end times, and organizer information. Supply any additional recipient details needed.

Can signing order be set?

Yes, the action can optionally specify signing order and authentication options when those details are supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Calendar to Docnify. A trigger fires from one place; an action lands in another.

Google Calendar triggers

Docnify actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

ActionInstant

Attendee Response Changed

Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.

TriggerPolling

Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

ActionInstant

Event Canceled or Deleted

Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.

TriggerPolling

Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

ActionInstant

Event Starting Soon

Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.

TriggerPolling

Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

ActionInstant

Calendar Event Changes

**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).

TriggerInstant

Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

ActionInstant

Event Created

Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.

TriggerPolling

Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

ActionInstant

Calendar Event Sync

Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).

TriggerPolling

List Documents

Tool to list documents in the Docnify account.

ActionInstant

Connect any two apps with Notis in the middle.

Google Calendar and Docnify, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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