Keep signer details accurate before the agreement goes out
Make a verified signer correction in the existing agreement workflow without restarting setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document Recipient
Why this helps
A recipient detail change can be easy to miss and leave an agreement addressed incorrectly.
- Update supported recipient details on an existing document.
- Handle signer corrections without recreating the agreement.
- Keep the change connected to its source request.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to apply the verified recipient changes to the identified document recipient.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test on one document and confirm the recipient details.
Questions about this workflow
Which recipient details can be updated?
The action supports changes to name, email, role, signing order, and authentication options.
Does the change resend the document?
No. Updating a recipient is separate from redistributing or resending a document.
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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