Add the right participant to an existing template
Keep reusable agreement templates current when processed documents identify an additional participant.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Recipient
Adds a recipient, such as a signer, viewer, or approver, to a template.
Why this helps
An otherwise useful template can be delayed because its recipient list needs a manual update.
- Update a reusable template when its participants change.
- Reduce repeated recipient setup.
- Surface unclear roles for review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the template participant workflow.
- 3Tell Notis to add the identified participant to the correct existing template using verified contact details and role.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template update and verify the participant.
Questions about this workflow
Does this action support bulk recipients?
This action creates one template recipient. Use it when one participant needs to be added.
What information should be provided?
Provide or extract the target template identity plus the participant's name, email, and role. Have Notis flag missing details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documenso. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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