Update Docnify signer details from sent email
Fix signer details once and keep the signing record accurate.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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 corrected email address or name often requires edits in both Outlook and the signing platform.
- Reduce signer delivery errors
- Keep records synchronized with approved corrections
- Avoid manual platform switching
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docnify in Notis once.
- 2Create an automation that extracts a confirmed signer correction from a sent message and updates the matching Docnify recipient.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one real correction email.
Questions about this workflow
What if the recipient ID is missing?
The automation should report the missing identifier and wait for review instead of editing the wrong recipient.
Can it change the signer role?
The action supports recipient details such as name, email, or role when provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docnify. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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