Update Docnify field metadata from Slack
Fix field instructions without losing the context of the request.
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 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
Tiny field-label issues cause avoidable signer confusion and rework.
- Improves signer clarity
- Captures requested corrections quickly
- Avoids rebuilding documents
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Docnify once in Notis.
- 2Create an automation that verifies the document and updates specified field metadata.
- 3Pick Direct Message Received as the trigger.
- 4Choose where run reports should go.
- 5Test with one real field correction.
Questions about this workflow
Can it update any field?
Only fields identified clearly enough for the agent to verify.
Does it alter the document content?
It updates field metadata, such as labels or requirements.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Docnify. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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