Refresh agreement fields before review
Make sure key fields reflect the latest approved staffing details before anyone signs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Why this helps
Stale fields create confusion and can send an agreement back for correction.
- Improve document accuracy
- Reduce correction cycles
- Prepare cleaner review packets
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documenso in Notis once.
- 2Create an automation named Refresh agreement fields.
- 3Tell Notis to update confirmed fields on the identified Documenso document using the latest 7shifts review details.
- 4Choose notis_cron and set the schedule.
- 5Select a report channel and test with one document.
Questions about this workflow
Can it update any field?
Use it for confirmed fields on an existing document and provide the field context in the instruction.
Does it send the document?
No. It updates fields so a later review or send uses current information.
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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