Add a Docnify recipient from a client slide
Keep signer setup moving while client details are in view.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Copying signer details from a deck into a signing tool invites delays and mistakes.
- Reduce duplicate data entry
- Start signer setup sooner
- Keep recipient details connected to client context
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Docnify in Notis once.
- 2Create an automation for adding a confirmed signer.
- 3Tell Notis to verify the document ID and add the recipient named on the new slide.
- 4Pick the Google Slides New Slide Added trigger.
- 5Choose a report channel and test with one real client slide.
Questions about this workflow
Can this add a recipient without a document ID?
No. Your instruction must provide or identify the confirmed Docnify document ID first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Docnify. A trigger fires from one place; an action lands in another.
Google Slides 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 Slide Added
Fires when a new slide is added to a Google Slides presentation.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
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.
Google Slides and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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