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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