Correct signer roles without leaving Slack
A role correction in the discussion can reach the Docnify request with a clear confirmation step.
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
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 role detail can be easy to overlook when it is corrected in conversation but maintained in a separate signing tool.
- Keeps role corrections tied to the original request discussion.
- Reduces repeated tool switching for small updates.
- Prompts Notis to confirm which recipient should change.
Setup
Build it in a few focused steps.
- 1Connect Slack and Docnify to Notis once through the portal.
- 2Create an automation in the portal or tell Notis what to do conversationally.
- 3Write one instruction for recognizing an approved role correction and verifying its Docnify recipient before updating.
- 4Select Slack Channel Message Received as the trigger and choose where runs should be reported.
- 5Test with a real role correction and inspect the updated recipient in Docnify.
Questions about this workflow
Can this update other recipient details too?
The action supports recipient detail updates. Describe the approved details in the instruction and require verification.
Does a role correction send the document?
This workflow updates recipient details. Sending the document is a separate action.
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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