Docnify for your voice agent
Docnify is a digital signing platform that streamlines the way you sign and manage documents. It brings together tools like Figma, Jira, Trello, and Google Docs for a unified document workspace.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Docnify and paste it on a secure page in Connected apps.
- What it reads
- 4 actions, such as get Document, get Template and list Documents.
- What it changes
- 9 actions, such as add Document Recipient, create Document Fields and resend Document.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 13. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Docnify actions
Reads 4
- Get Document
- Get Template
- List Documents
- List Templates
Changes 6
- Add Document Recipient
- Create Document Fields
- Resend Document
- Send Document
- Update Document Fields
- Update Document Recipient
Deletes 3
- Delete Document
- Delete Document Field
- Delete document recipient
Docnify setup
Pasting a Docnify API key
Create an API key in Docnify, choose Docnify in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 13 actions the agent may use. Start with lookups and add the ones that change Docnify when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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