Keep signing recipients aligned with staff records
Fix recipient details before a document gets stuck with the wrong signer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
Small staff record changes can invalidate an otherwise ready signing request.
- Prevent misrouted requests
- Correct details quickly
- Avoid recreating documents
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documenso in Notis once.
- 2Create an automation named Correct signing recipient.
- 3Tell Notis to update the Documenso recipient using the staff change details in the webhook.
- 4Choose notis_webhook and select a report channel.
- 5Test with one real recipient correction.
Questions about this workflow
Which recipient details can change?
The action supports name, email, role, signing order, and authentication options.
Does this update the 7shifts record?
No. It updates the Documenso recipient.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Documenso. A trigger fires from one place; an action lands in another.
7shifts triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
7shifts and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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