Update Docnify recipient details from a webhook
Apply verified corrections before they interrupt the signing flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
Signer corrections are delayed when systems do not share a clear update path.
- Correct records quickly
- Prevent misdirected notifications
- Reduce manual reconciliation
Setup
Build it in a few focused steps.
- 1Connect Typeform and Docnify in Notis.
- 2Create an automation for recipient correction webhooks.
- 3Tell Notis to update only the verified recipient fields named in the webhook on the confirmed document.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Send one correction webhook and verify the update.
Questions about this workflow
Can the webhook change the recipient role?
Yes, when the role change is explicitly included and supported by the action.
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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