Apply approved signer removals in Docnify
Keep a deliberate decision to remove someone from a signing request from being lost in the channel.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Why this helps
A signer change can leave the wrong person attached to a document if a follow-up action is missed.
- Connects an explicit team decision with recipient cleanup.
- Prompts verification before revoking a recipient.
- Reduces lingering access after a signing plan changes.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docnify to Notis once through the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3In one instruction, specify the approval language and require verification of the document and recipient before removal.
- 4Choose Slack Channel Message Received as the trigger and select a reporting channel.
- 5Test with a real, approved removal decision and confirm the correct recipient was removed.
Questions about this workflow
Will it remove a recipient based on a suggestion?
The instruction should require an explicit approval and verification before the removal action.
What should happen if there are multiple possible recipients?
Include a rule to ask for clarification rather than remove an ambiguous recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Docnify. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Slack and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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