Apply a signer correction from the conversation
Turn a clear correction in Ably into an update to the matching document recipient.
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 signer email or name can be missed if it stays in chat instead of being applied to the agreement.
- Carry a clear correction into the relevant signing record.
- Reduce re-entry of signer details.
- Keep changes tied to the conversation that supplied them.
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, specify which explicit Ably corrections qualify and how to identify the document and recipient to update.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real correction and confirm the target recipient before relying on it.
Questions about this workflow
Which recipient details can the action change?
The action supports changes to name, email, role, signing order, or authentication options. The values must be available from the request context or provided by you.
Can it safely guess which signer was meant?
The workflow should have a clear rule to identify the document and recipient. Test ambiguous cases before relying on automatic updates.
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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