Add New Contacts to Docnify Documents
Give Notis a clear way to identify the right document, and new HubSpot contacts can be added to it without copying their details by hand.
Trigger
Contact Created Trigger
Contact Created Trigger
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
New contacts often need to join an existing signing process, but finding the document and entering their details adds another task to your queue.
- Reduce repeated entry of contact details.
- Keep recipient setup close to the moment a contact is created.
- Use a run report to review cases where the intended document is unclear.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docnify once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe which existing Docnify document should receive the new contact and that Notis should add the contact as a recipient.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and verify the document and recipient details.
Questions about this workflow
Does this create a Docnify document?
No. It adds a recipient to an existing document after identifying its document ID. It does not create a document or upload content.
What if more than one document could match?
Give Notis a clear document identification rule in your instruction. Review the run report if the available details do not point to one document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docnify. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot 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.