Team
Shared credential for production and unattended runs.
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.
Tools and triggers
Available tools and events after Docnify is connected.
Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
Tool to list documents in the Docnify account.
Tool to list templates in the Docnify account.
Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
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.
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
Build with us
Request early access or book a live walkthrough with the team.