Add the right signer when a deal is created
Give new opportunities a clean handoff by adding the confirmed deal contact to the right Docnify document.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 setup gets delayed when deal details and signing documents live in different tools.
- Reduce manual recipient entry
- Keep signer selection tied to the deal
- Prepare documents faster
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Docnify in Notis once.
- 2Create an automation instructing Notis to identify the confirmed contact and add that person to the specified Docnify document.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose the run report channel.
- 5Test with one real deal and document ID.
Questions about this workflow
Will Notis guess the document ID?
You should provide the document ID or a reliable instruction for identifying it.
Can I set signing order?
Yes. Include the required signing order or authentication options in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docnify. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
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.
Pipedrive and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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