Keep signer details current after a chat correction
When a signer corrects their details in a conversation, pass the verified values and document context to Notis for an update.
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
A corrected name or email in chat can be forgotten before the signing request is updated.
- Reduce manual re-entry of corrected recipient details.
- Keep the update tied to a specified document and recipient.
- Use reports to notice missing identifiers or failed updates.
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 name the recipient correction workflow.
- 3Tell Notis to update the specified recipient using only the verified details provided in the request.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real example containing the document, recipient, and corrected value.
Questions about this workflow
Can this workflow guess which recipient should be changed?
Provide enough identifying context in the request, such as the document and recipient. The prompt should report missing identifiers instead of guessing.
Can it update recipient authentication settings too?
The action supports recipient properties including authentication options. Only request changes when the needed values are supplied and confirmed.
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.
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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
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