Add a recipient after checking their details
Send a document ID and one person's contact details to a Notis webhook. Notis checks the information and adds the recipient to the draft when ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
Entering signer information manually creates avoidable rework when contact details are incomplete or incorrect.
- Check a recipient's details before adding them.
- Use a single-recipient flow for agreements with one signer.
- Make the outcome easy to review in a run report.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Documenso once in Notis.
- 2Create an automation and describe the contact check and recipient setup in one instruction.
- 3Pick the webhook trigger and provide the draft document ID and person's details.
- 4Choose where run reports go, then test with one real draft document.
Questions about this workflow
Can this add someone to a sent document?
The recipient must be added while the document is in draft.
Can the workflow check email and phone information?
Addressfinder supports email and phone validation. Include the relevant contact data in the request.
Does adding a recipient send the document?
No. Adding a recipient does not distribute the document for signing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Documenso. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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