Update a recipient from approval
Keep signer details correct before notifications go out.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 late signer correction can create failed invitations or manual rework.
- Prevent incorrect invitations
- Reduce manual edits
- Keep approvals actionable
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Docnify in Notis once.
- 2Create an automation that updates the named recipient fields from the approved request.
- 3Choose a Notis webhook trigger.
- 4Select the report channel.
- 5Test with one approved correction and confirm the recipient record.
Questions about this workflow
Which recipient details can change?
The action supports updating name, email, role, or other supported recipient details supplied in the request.
Does it resend automatically?
No. It only updates the recipient unless your instruction says otherwise.
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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