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Docnifydocuments

13 available actions

What your AI agent can do in 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. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get DocumentTool to fetch a specific document by its ID.
  • Get TemplateTool to fetch a specific template by its ID.
  • Add Document RecipientTool to add a recipient to a document.
  • Send DocumentTool to send a document for signing.
  • Update Document RecipientTool to update a recipient's details (name, email, role) on a document.
  • Update Document FieldsTool to update metadata of document fields.

Browse all 13 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 4 actionsHide actions
  • Get DocumentTool to fetch a specific document by its ID.
  • Get TemplateTool to fetch a specific template by its ID.
  • List DocumentsTool to list documents in the Docnify account.
  • List TemplatesTool to list templates in the Docnify account.
Create & communicateCreate records or send supported messagesView 3 actionsHide actions
  • Add Document RecipientTool to add a recipient to a document.
  • Create Document FieldsTool to create one or more fields on a document.
  • Send DocumentTool to send a document for signing.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Update Document FieldsTool to update metadata of document fields.
  • Update Document RecipientTool to update a recipient's details (name, email, role) on a document.
Remove & cancelRemove records or cancel supported workView 3 actionsHide actions
  • Delete DocumentTool to delete a specific document by its ID.
  • Delete Document FieldTool to delete a field from a document.
  • Delete document recipientTool to remove a recipient from a document.
Other actionsSpecialist and administrative actions.View 1 actionHide actions
  • Resend DocumentTool to resend a document for signing.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Docnify

How does the agent connect to Docnify?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Docnify?
The page above lists the 13 actions currently available through the Docnify connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Docnify included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Docnify is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Docnify to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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