Connect Docnify to your AI agent

Productivity 13 actions available

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.

We set up the connection using your own Docnify account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Docnify

Each one is a real action the agent can take on its own, the same things a person clicking around Docnify could do. Read-only by default; write actions are confirmed against your policy.

  • Add Document Recipient Tool to add a recipient to a document. Use after confirming the document's ID. Optionally specify signing order and authentication options.
  • Create Document Fields Tool to create one or more fields on a document. Use after fetching a document to add fields before sending.
  • Delete Document Tool to delete a specific document by its ID. Use when you have confirmed the document should be permanently removed.
  • Delete Document Field Tool to delete a field from a document. Use when you need to remove a specific field from an existing document.
  • Delete document recipient Tool to remove a recipient from a document. Use after verifying document and recipient IDs to revoke access.
  • Get Document Tool to fetch a specific document by its ID. Use when you need to view a document's current state and metadata.
  • Get Template Tool to fetch a specific template by its ID. Use to view a template's details and metadata.
  • List Documents Tool to list documents in the Docnify account.
  • List Templates Tool to list templates in the Docnify account.
  • Resend Document Tool to resend a document for signing. Use after verifying the document ID to re-trigger signing notifications.
  • Send Document Tool to send a document for signing. Use after confirming the document's ID, adding recipients, and uploading content.
  • Update Document Fields Tool to update metadata of document fields. Use when you need to change labels or requirements of existing fields before sending.
  • Update Document Recipient 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

How we connect it

  1. 1

    Connect your account

    You create a key in Docnify, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Docnify questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Docnify's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Docnify to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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