Update Docnify recipients from Todoist
Fix signer details where the correction is already being tracked.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 changed email or role can block signing when the document record is left stale.
- Reduces incorrect signer details
- Keeps contact corrections traceable
- Prevents avoidable signing delays
Setup
Build it in a few focused steps.
- 1Connect Todoist and Docnify in the Notis portal.
- 2Create an automation that verifies the document and recipient IDs, then applies the requested contact update.
- 3Pick the Todoist New Task Created trigger.
- 4Choose a report channel and test with one correction task.
Questions about this workflow
Can it update only one detail?
Yes, provide at least one confirmed field to update, such as name, email, or role.
Does it send the document again?
No. It updates the recipient record only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Docnify. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docnify.