Update signer details when your sheet changes
Let Notis carry an approved correction from a tracked Sheets row into the matching Docnify recipient.
Trigger
Spreadsheet Row Changed
Triggers when a looked-up spreadsheet row changes. This trigger monitors a specific row (located by searching for a query value within a user-specified range) and fires when the row's values change, when the row appears, or when the row disappears.
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
Corrected names or email addresses in a tracking sheet can be missed in the live signing record.
- Apply corrections from the row Notis is monitoring.
- Require document and recipient identifiers before an update.
- See a report when details are missing or changed.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Docnify once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to update the identified Docnify recipient from a changed row only when the document ID, recipient ID, and revised details are present.
- 4Pick Spreadsheet Row Changed as the trigger and choose where run reports go.
- 5Test with one real row change and check the recipient details in Docnify.
Questions about this workflow
Which details can be changed?
Docnify supports updating recipient name, email, or role. Include at least one revised detail along with verified document and recipient IDs.
What if the row disappears?
Have Notis report the change for review rather than guessing which Docnify recipient to update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Docnify. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Google Sheets and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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