Keep transfer agreements current
Apply a confirmed transfer change without starting the agreement over.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Transfer details can change after a document is created but before it is signed.
- Avoid document recreation
- Keep transfer records accurate
- Reduce signing delays
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documenso in Notis once.
- 2Create an automation named Update transfer agreement.
- 3Tell Notis to update the identified Documenso document with the confirmed transfer details from the webhook.
- 4Pick notis_webhook and choose a report channel.
- 5Test with one real transfer change.
Questions about this workflow
What information is needed?
Provide a valid document identity and the confirmed property changes.
Can it change the signer too?
Use the update recipient action for signer changes.
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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