Docnify for AI agents
Agents read Docnify at once. Changes and sends are held for a person's approval by default.
About 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.
What an agent can do in Docnify
Every Docnify action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Docnify without asking first. 4 actions.
- Get DocumentTool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
- Get TemplateTool to fetch a specific template by its ID. Use to view a template's details and metadata.
- List DocumentsTool to list documents in the Docnify account.
- List TemplatesTool to list templates in the Docnify account.
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 9 actions.
- Add Document RecipientTool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
- Create Document FieldsTool to create one or more fields on a document. Use after fetching a document to add fields before sending.
- Delete DocumentTool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
- Delete Document FieldTool to delete a field from a document. Use when you need to remove a specific field from an existing document.
- Delete document recipientTool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
- Resend DocumentTool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
- Send DocumentTool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
- Update Document FieldsTool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
- Update Document RecipientTool 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.
Changes wait in Needs you
Changes and sends in Docnify are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Docnify questions
Can an agent change data in Docnify on its own?
Not by default. Changes and sends in Docnify are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Docnify?
This connector lists 4 read actions. Reads run at once, without waiting for approval.
How does Docnify connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.