Update fields from a review
Apply reviewed changes before the document reaches signers.
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 corrections discovered during review can be forgotten before sending.
- Apply corrections promptly
- Reduce signing errors
- Keep review decisions traceable
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docnify in Notis once.
- 2Create an automation that applies approved field label or requirement updates to the confirmed document.
- 3Choose a Notis webhook trigger.
- 4Choose where reports should go.
- 5Test with one review payload and verify the field metadata.
Questions about this workflow
Can it update any field?
It updates the specific existing fields identified in the approved request.
What if a field ID is missing?
The workflow reports the missing identifier instead of guessing.
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.
Create Document Fields
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
List Documents
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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