Keep Docnify Recipient Details in Sync with Deal Changes
When a deal changes stage, Notis can find its related document and update an existing recipient with the details you specify.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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A deal moves forward but an existing signing document still has outdated recipient details, creating avoidable correction work.
- Reduce manual correction of signer details.
- Tie recipient updates to a meaningful deal change.
- Receive a report when the document or recipient cannot be identified.
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 deal stage change should prompt an update, how to identify the document and recipient, and which available details to update.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal and verify the document, recipient, and requested change.
Questions about this workflow
Which recipient details can be updated?
The available action supports updating a recipient's name, email, or role. Your instruction should specify at least one change and the intended recipient.
Will this add a new recipient?
No. It updates an existing recipient after the document and recipient have been identified. Adding a recipient is a separate action.
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
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