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Docnify

docnify

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.

DocumentsSignaturesWeb del proveedor
Acciones
13
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (13)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Add Document RecipientDOCNIFY_ADD_DOCUMENT_RECIPIENTAcción

Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.

Parámetros de entrada

  • namestringObligatorio

    Full name of the recipient

  • rolestringObligatorioenum

    Role of the recipient

    SIGNERAPPROVERVIEWERASSISTANTCC
  • emailstringObligatorio

    Email address of the recipient

  • documentIdintegerObligatorio

    ID of the document to add a recipient to

  • authOptionsobject

    Recipient-level authentication options (Enterprise only).

  • signingOrderinteger

    Zero-based order in which the recipient should act

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Document FieldsDOCNIFY_CREATE_DOCUMENT_FIELDSAcción

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

Parámetros de entrada

  • fieldsobject[]Obligatorio

    List of field definitions to add to the document

  • documentIdintegerObligatorio

    ID of the document to modify

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete DocumentDOCNIFY_DELETE_DOCUMENTAcción

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

Parámetros de entrada

  • idintegerObligatorio

    The ID of the document to delete (must be >= 1).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete Document FieldDOCNIFY_DELETE_DOCUMENT_FIELDSAcción

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

Parámetros de entrada

  • idintegerObligatorio

    Document ID

  • fieldIdstringObligatorio

    Identifier of the field to delete

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Delete document recipientDOCNIFY_DELETE_DOCUMENT_RECIPIENTAcción

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

Parámetros de entrada

  • document_idintegerObligatorio

    Target document ID; must be a positive integer

  • recipient_idintegerObligatorio

    ID of the recipient to remove; must be a positive integer

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get DocumentDOCNIFY_GET_DOCUMENTAcción

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

Parámetros de entrada

  • idintegerObligatorio

    The ID of the document to retrieve (must be >= 1).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get TemplateDOCNIFY_GET_TEMPLATEAcción

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

Parámetros de entrada

  • template_idintegerObligatorio

    The ID of the template to retrieve (must be >= 1).

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List DocumentsDOCNIFY_LIST_DOCUMENTSAcción

Tool to list documents in the Docnify account.

Parámetros de entrada

  • pageinteger

    Page number for pagination

  • perPageinteger

    Number of items per page

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List TemplatesDOCNIFY_LIST_TEMPLATESAcción

Tool to list templates in the Docnify account.

Parámetros de entrada

  • pageinteger

    Page number for pagination

  • perPageinteger

    Number of items per page

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Resend DocumentDOCNIFY_RESEND_DOCUMENTAcción

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

Parámetros de entrada

  • idintegerObligatorio

    ID of the document to resend

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Send DocumentDOCNIFY_SEND_DOCUMENTAcción

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

Parámetros de entrada

  • idintegerObligatorio

    ID of the document to send for signing

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Document FieldsDOCNIFY_UPDATE_DOCUMENT_FIELDSAcción

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

Parámetros de entrada

  • fieldsobject[]Obligatorio

    List of field metadata updates

  • documentIdintegerObligatorio

    ID of the document containing fields to update

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Update Document RecipientDOCNIFY_UPDATE_DOCUMENT_RECIPIENTAcción

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.

Parámetros de entrada

  • namestring

    Full name of the recipient

  • rolestringenum

    Role of the recipient on the document

    SIGNERAPPROVERVIEWERASSISTANTCC
  • emailstring

    Email address of the recipient

  • documentIdintegerObligatorio

    ID of the document to update; must be a positive integer

  • recipientIdintegerObligatorio

    ID of the recipient to update; must be a positive integer

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not