Update a Docnify recipient from a webinar participant
Keep signer details accurate after webinar engagement.
Trigger
New Webinar Participant
Triggers when a new participant appears in a past webinar's participant list.
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
Contact details gathered during webinars become stale or inconsistent.
- Improves recipient accuracy
- Reduces bounced signing requests
- Keeps contact records consistent
Setup
Build it in a few focused steps.
- 1Connect Zoom and Docnify in Notis once.
- 2Create an automation identifying the document and recipient to update.
- 3Pick New Webinar Participant as the trigger.
- 4Choose a report destination and test with one participant.
Questions about this workflow
What can be updated?
Docnify supports updating recipient name, email, or role, with at least one field required.
Does it create a new recipient?
No. This workflow updates an existing recipient after verifying the document and recipient IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Docnify. A trigger fires from one place; an action lands in another.
Zoom 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.
Daily Usage Report Changed
Triggers when the Zoom daily usage report changes for a selected year/month. This trigger monitors daily usage statistics including: - New users added - Number of meetings held - Participant counts - Meeting minutes consumed
Delete Document
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Meeting Details Changed
Triggers when a specific meeting's details change. Detects changes such as: - Meeting topic changes - Agenda updates - Schedule changes (timezone, duration) - Settings modifications (waiting room, recording, video, etc.) - Password changes - Recurrence pattern updates
Delete Document Field
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Meeting Recording Changed
Triggers when a specific meeting's cloud recordings change. Detects changes such as: - New recording files appearing - Recording processing completion (status changes) - Recording metadata changes (count, size, etc.) - New participant audio files
Delete document recipient
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Meeting Summary Created or Updated
Triggers when a meeting summary is created or updated for a specific meeting. IMPORTANT: This trigger requires a PAID Zoom account (Pro, Business, or Enterprise plan). Free Zoom accounts cannot use this feature. Additionally requires: - AI Companion feature enabled in account settings - Meeting must not be end-to-end encrypted (E2EE) - Meeting summary must be enabled and generated for the meeting
Get Document
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
New Cloud Recording
Triggers when a new cloud recording meeting instance appears for a user.
Get Template
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
New Meeting Created
Triggers when a new Zoom meeting is created for a user.
List Documents
Tool to list documents in the Docnify account.
Connect any two apps with Notis in the middle.
Zoom and Docnify, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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