Carry a new signing checklist into Docnify field guidance
Let a new checklist shape the instructions on existing signing fields, so the signer receives a clearer request.
Trigger
New Page
Triggers when a new page is added to a Notion database.
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
Checklist guidance can be recorded in Notion but forgotten when someone later prepares the signature request.
- Bring checklist requirements into the signing document setup.
- Reduce re-reading and manual field updates.
- Keep preparation guidance close to the source checklist.
Setup
Build it in a few focused steps.
- 1Connect Notion and Docnify to Notis once in the portal.
- 2Create an automation and explain how Notis should match a new signing checklist to a Docnify document and update its existing field metadata.
- 3Choose New Page for the checklist database and select a channel for run reports.
- 4Test with one real checklist and inspect the field updates before sending.
Questions about this workflow
Does this create fields?
No. This action updates metadata on existing Docnify fields.
How does Notis identify the document?
Describe the document matching context in the prompt and have Notis verify the match before updating.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Docnify. A trigger fires from one place; an action lands in another.
Notion 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.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Notion and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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