Docnify

documents 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 Visit Docnify

About this integration

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.

Connect Docnify to Definable and it becomes a set of typed tools your agents plan with — triggered by events, run on schedules, or invoked mid-conversation. Every write is checked by the verifier before it lands.

Auth OAuth2 · 2 clicks

Tools 13 exposed

Plans All, incl. Free

Data Never trained on

Docnify · in workflows

What teams actually run.

Three patterns teams run with Docnify on day one. Each one is a plain-English prompt — no canvas, no glue code — and you can remix them into anything.

Auto-index new files

│ Watch for new uploads

│ Chunk, embed, and index

└ Make queryable via your knowledge persona

Q&A against a folder

│ Pin a folder as a brain

│ Ask the persona questions

└ Returns answers with citations

Document-trigger flows

│ New contract uploaded

│ Persona extracts key terms

└ Routes to the right approver

13 tools available

The Docnify toolbox.

Every Docnify capability your agents can call, each with a typed schema the planner reads. The router picks the right tool per step; the verifier checks the result.

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.

See it run

One prompt, start to finish.

A real prompt, the Docnify tools it calls, and what comes back. This is the whole interface — describe the outcome, agents handle the rest.

❯

Run a real Docnify task end-to-end — plan it, execute across the API, and hand back a verified result.

docnify.add_document_recipient Tool to add a recipient to a document. Use after confirming the document's ID. Optionally

docnify.create_document_fields Tool to create one or more fields on a document. Use after fetching a document to add fiel

docnify.delete_document Tool to delete a specific document by its ID. Use when you have confirmed the document sho · verified

done

Done. Docnify responded across 3 calls, the verifier signed off, and the result is logged with every payload.

FAQ · Docnify

Questions, answered.

What teams ask before connecting Docnify.

01 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.

02 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.

03 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.

04 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.

05 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.

06 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.