Check signer details before adding recipients
Send a draft envelope ID and signer details to a Notis webhook. Notis checks the contact information and adds appropriate recipients in bulk.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Adding several signers by hand makes it easy to miss an address problem or leave someone off the draft.
- Check contact details before adding signers.
- Add multiple recipients to a draft in one action.
- Reduce manual setup for multi-party agreements.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Documenso once in Notis.
- 2Create an automation and describe how to check signer details and add eligible recipients.
- 3Pick the webhook trigger and provide a draft envelope ID with signer information.
- 4Choose where run reports go, then test with one real draft and signer list.
Questions about this workflow
What must already exist in Documenso?
The target envelope must exist, and the recipient action requires a draft document.
Does the workflow validate a recipient's email too?
Addressfinder can validate email and phone data according to the supplied request. Include the contact details you want checked.
What does the recipient action do?
It adds recipients in bulk. It does not distribute the envelope 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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