01
Auto-index new files
- Watch for new uploads
- Chunk, embed, and index
- Make queryable via your knowledge persona
Docnify
13 tools 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.
Connect Docnify to Definable to auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas call Docnify's 13 tools directly from chat or scheduled flows. Connect this integration to a knowledge persona — the agent will ground answers in your documents with citations.
Common workflows with Docnify
02
Q&A against a folder
- Pin a folder as a brain
- Ask the persona questions
- Returns answers with citations
03
Document-trigger flows
- New contract uploaded
- Persona extracts key terms
- Routes to the right approver
Docnify actions 13
Every Docnify action below is a callable tool any Definable persona can invoke.
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.
Algodocs
AlgoDocs is an AI-powered platform that automates data extraction from business documents, offering fast, secure, and accurate processing without the need for templates or training.
API2PDF
Api2Pdf is a REST API that enables developers to generate PDFs from HTML, URLs, and various document formats using engines like wkhtmltopdf, Headless Chrome, and LibreOffice.
Boldsign
BoldSign delivers eSignature solutions, letting organizations create, send, and manage legally binding documents through streamlined digital signing workflows
Boloforms
BoloForms is an eSignature platform designed for small businesses, offering unlimited signatures, templates, forms, and team members at a fixed price.
Box
Box is a cloud content management platform for secure file storage, sharing, collaboration, and governance.
Carbone
Carbone is a fast and simple report generator that converts JSON data into various document formats such as PDF, DOCX, XLSX, ODT, and more, using templates.
Frequently asked questions
What can I automate with Docnify on Definable?
Anything Docnify exposes through its API. Common documents workflows on Definable include auto-index uploads, answer questions over a doc set, extract structured fields from contracts. Personas can call any of the 13 Docnify tools directly, then chain the result into another integration without you writing code.
How does Docnify authentication work?
Docnify uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.
Is the Docnify integration included in my Definable plan?
Yes — every Definable plan, including Starter, includes access to all 13 Docnify tools. You only need a separate Docnify subscription if Docnify itself charges per seat or per API call.
Is using Docnify through Definable secure?
Every call from a persona to Docnify is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.
How do I get started with Docnify on Definable?
Sign up for Definable, open the integrations page, find Docnify, and connect via OAuth or API key. You can immediately attach Docnify to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.
What Docnify actions does Definable expose?
Definable exposes all 13 Docnify actions as callable tools — including `Add Document Recipient`, `Create Document Fields`, `Delete Document`, plus 10 more. Each tool gets a typed parameter schema so personas know exactly how to call it.
Ready to automate with Docnify?
Wire it up in minutes. No coding required.