Update signer details when a Google Doc is filled
Carry the final signer information into the signing request at completion.
Trigger
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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Signer details are finalized in the document but remain outdated in the signing tool.
- Keeps recipient details current
- Reduces bounced signing requests
- Aligns document completion with signer setup
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Docnify in Notis.
- 2Create an automation describing how to update the matching recipient.
- 3Pick Document Placeholder Filled as the trigger.
- 4Choose a report channel and test with one completed document.
Questions about this workflow
What can be updated?
The action can update a recipient's name, email, or role, with at least one field provided.
Does this send the document?
No, it updates recipient details so a later sending step uses the final information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Docnify. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Google Docs and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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