Skip to content
Notis

Redistribute a signing request from a chat handoff

When a follow-up in 2chat calls for another send, pass the document and pending-recipient context to Notis for redistribution.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Redistribute Document V2

Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.

Why this helps

A follow-up conversation can prompt action, but the document still needs to be located and sent again.

  • Turn a specific follow-up handoff into a document action.
  • Keep the document and pending-recipient context together in the request.
  • Get a run report for exceptions.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and describe the follow-up condition.
  • 3Tell Notis to redistribute the identified document to its pending recipients when the request includes that instruction.
  • 4Choose the notis_webhook trigger and where run reports should go.
  • 5Test with one real document that has pending recipients.

Questions about this workflow

How is this different from resending a document?

This uses Documenso's redistribute action, which is intended for sent documents with pending recipients.

Can it send to a recipient who already signed?

The action is for pending recipients. Specify the intended recipients or rely on the action's pending-recipient behavior.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Documenso. A trigger fires from one place; an action lands in another.

2chat triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

Delete Template

Tool to delete a template by ID.

ActionInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

2chat and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.