Add a recipient from an intake request
Turn an approved intake into a ready signing packet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Recipient details collected during intake often require repetitive re-entry.
- Reduce recipient data entry
- Start packets faster
- Keep approval context attached
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docnify in Notis once.
- 2Create an automation with an instruction to add the approved recipient to the confirmed document.
- 3Choose a Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real intake payload and verify the recipient.
Questions about this workflow
What does the webhook need?
It needs enough approved context to identify the Docnify document and recipient.
Can it add multiple recipients?
This workflow focuses on adding the recipient described in each request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docnify. A trigger fires from one place; an action lands in another.
One drive 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.
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Onedrivebasetrigger
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Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
One drive and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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