Adjust existing signing fields from a conversation
Turn a precise field change request into an update to the existing fields on a Documenso document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
A small adjustment to an existing signing field can be overlooked when the request is separated from the document.
- Carry a field correction into the existing document.
- Use the conversation to understand the requested change.
- Reduce repeated checking between chat and document editing.
Setup
Build it in a few focused steps.
- 1Connect Ably and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to automate from any channel.
- 3In one instruction, define the Ably request and how Notis should identify the document and existing fields to update.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real request and confirm the document and field IDs are valid.
Questions about this workflow
Can this add new fields?
The action updates one or more existing fields. The description does not include adding new fields.
What information must be available?
Notis needs enough context to identify the document and the existing fields and values to update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Documenso. A trigger fires from one place; an action lands in another.
Ably 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.
Ably and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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