Connect Docnify with Hookshot™ and your stack

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.

Tools and triggers

What Agents can do in Docnify

Available tools and events after Docnify is connected.

  • 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

Connect Docnify in Hookshot™

Pick a scope, then confirm what can start a Protege and what it can do.

Trigger Access

What can start a Protege from this app.

Tool Access

What a Protege can do after it starts.

Connection scope

Prefer team for production.

Team

Shared credential for production and unattended runs.

Personal

Tied to one user—only when the workflow needs their account.

Chat

Team-scoped for supported chat surfaces.

Full setup guide

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Hookshot™ setup screen — AI agent workflow configuration with model selection, trigger status, and governance controls.