Update Docnify fields from an intake webhook
Let an intake event trigger a focused field update before signing starts.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
Field labels and required settings can lag behind the information collected by your intake flow.
- Connects intake completion to document preparation
- Keeps field changes explicit and reviewable
- Avoids manual portal edits
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Docnify in Notis once.
- 2Create a new webhook automation and name the field preparation workflow.
- 3Tell Notis the confirmed document and field IDs plus the metadata changes to make.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Send one real webhook payload and verify the field metadata.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook URL starts it.
Can it create new fields?
No. Use Create Document Fields when you need new fields.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Docnify. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp 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.