Correct Docnify recipient details automatically
Fix signing details at the source before the next notification goes out.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Small recipient errors can stall signing and require repeated manual edits.
- Prevent misdirected signing emails
- Keep records accurate
- Resolve corrections quickly
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docnify in Notis.
- 2Create an automation for recipient corrections.
- 3Tell Notis to update the specified recipient on the confirmed document using only verified response details.
- 4Pick the Typeform New Form Response trigger and choose where reports go.
- 5Test one correction and confirm the updated recipient.
Questions about this workflow
Can this change only one detail?
Yes. Tell Notis to update only the verified name, email, or role that changed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Docnify. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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