Docnify Integration — Automate Docnify with AI on Beauto
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.
Category: documents, signatures · 13 actions available
What you can automate with Docnify
Beauto connects Docnify with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Docnify events, enrich Docnify data with AI, or sync Docnify with the rest of your stack — without writing code.
- Sync Docnify data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Docnify events and route the output anywhere
- Schedule recurring Docnify tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Docnify actions Beauto supports
- 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.
- Create Document Fields — Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
- 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.
- List Templates — Tool to list templates in the Docnify account.
- Resend Document — Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
- Send Document — Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
- Update Document Fields — Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
- 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.