Docnify

Integrate Docnify with your AI workspace

Docnify is a digital signing platform that simplifies the document signing process, offering integrations with tools like Figma, Jira, Trello, and Google Docs to create a unified workspace.

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Explore Triggers and Actions

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.

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Create Document Fields

Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.

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Delete Document

Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.

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Delete Document Field

Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.

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Delete document recipient

Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.

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Get Document

Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.

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Get Template

Tool to fetch a specific template by its ID. Use to view a template's details and metadata.

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List Documents

Tool to list documents in the Docnify account.

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List Templates

Tool to list templates in the Docnify account.

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Resend Document

Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.

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Send Document

Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.

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Update Document Fields

Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.

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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.

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