Keep Docnify signer details aligned with task changes
Correct the task once, and keep the signing record accurate.
Trigger
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
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
A corrected signer email sits in task notes while the Docnify document still has the old details.
- Reduces stale signer data
- Makes corrections traceable
- Avoids restarting document preparation
Setup
Build it in a few focused steps.
- 1Connect Google Tasks and Docnify in Notis once.
- 2Create an automation for signer corrections.
- 3Tell Notis to update the confirmed Docnify recipient using the corrected details in the changed task.
- 4Pick the Task Details Changed trigger and choose a report channel.
- 5Test with one task containing document, recipient, and corrected field details.
Questions about this workflow
Which recipient fields can change?
The action supports updating the recipient name, email, or role, with at least one field provided.
What if the IDs are missing?
Notis should ask for or report the missing document or recipient ID instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Tasks to Docnify. A trigger fires from one place; an action lands in another.
Google Tasks 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 Task Created
Triggers when a new task is created in a Google Tasks list. Uses timestamp filtering (updatedMin) to efficiently detect new tasks.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Task List Created
Triggers when a new Google Tasks task list is created. This trigger monitors Google Tasks and fires when new task lists are detected.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Task Details Changed
Triggers when a specific task's details change. This trigger monitors a single Google Task and fires when any of its details (title, notes, status, due date, completion, position) are modified.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Task List Changed
Triggers when a task list changes (title or content updates). This trigger monitors a specific Google Tasks list and fires when changes are detected.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Task Updated
Triggers when an existing task is updated in a Google Tasks list. This trigger monitors a specific task list and fires when tasks are modified.
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 Tasks and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.