Fix Docnify recipient details from Slack
Keep a corrected name, email, or role from getting buried in a private follow-up conversation.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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 signer correction shared in a DM is easy to forget when the corresponding document lives in a separate tool.
- Keeps recipient corrections connected to the original request.
- Reduces copying details between Slack and Docnify.
- Prompts verification of the document and recipient before changes.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docnify to Notis once in the portal.
- 2Create an automation in the portal, or ask Notis for it conversationally.
- 3Describe in one instruction how to recognize a correction and verify the Docnify document and recipient before updating.
- 4Select Direct Message Received as the trigger and choose a run-report channel.
- 5Test with a real correction and confirm the intended recipient changed in Docnify.
Questions about this workflow
Can this update email addresses as well as names?
Yes. The prompt can describe the kinds of recipient details to update, with verification before the change.
Does this watch channel messages too?
This workflow uses the Direct Message Received trigger, which is for DMs.
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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