Keep Docnify field requirements in sync
Capture the small field changes that otherwise get lost between the review thread and the signing document.
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 Fields
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
Why this helps
A field label or requirement correction can be buried in a long review thread and missed during document cleanup.
- Keeps document corrections attached to their Slack context.
- Reduces manual revisiting of field settings.
- Requires a clear match to the document before updating.
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 to create it in plain language.
- 3Describe in one instruction how to identify a field correction and verify the relevant document and field before updating.
- 4Select Slack Channel Message Received as the trigger and choose a channel for run reports.
- 5Test with a real field correction and inspect the updated Docnify field.
Questions about this workflow
What kinds of field changes can it handle?
The action updates field metadata such as labels or requirements. State the kinds of corrections to handle in the prompt.
Can it edit a field when the document is unclear?
Tell Notis to ask for clarification whenever it cannot confidently identify the document or field.
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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