Fix agreement fields before they cause signing rework
Apply a clear correction to the prepared agreement and keep the signing flow moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Fields
Why this helps
A small field mistake can delay the agreement if the correction gets lost among other setup tasks.
- Update existing fields using supplied correction details.
- Keep corrections tied to a specific document.
- Reduce time spent revisiting field setup manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe applying the confirmed changes to the identified document fields.
- 4Choose the webhook trigger and set where run reports go.
- 5Test with one existing document and verify the changed fields.
Questions about this workflow
Can this create fields that do not exist yet?
No. This action updates existing document fields.
What should the webhook include?
It should identify the document and fields to update, with confirmed replacement values or properties.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documenso. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
ActiveMerge and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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