Add an approved signer to Docnify
Keep recipient setup moving as soon as approvals land.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Signer assignment is delayed between approval and document preparation.
- Reduce preparation delays
- Apply approved signer details consistently
- Keep workflows moving
Setup
Build it in a few focused steps.
- 1Connect Notis and Docnify once in the portal.
- 2Create an automation named Webhook add approved signer.
- 3Describe that an approved signer webhook should add the named recipient to the confirmed document.
- 4Pick the Notis webhook trigger and select a report channel.
- 5Test with one real approved signer event.
Questions about this workflow
Can the webhook set signing order?
Yes, when the event explicitly includes an order.
What if the document is not confirmed?
Notis should stop and request a confirmed document ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Docnify. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Timelinesai and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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