Add a verified signer to an existing document
Bring the right signer into the draft while the agreement is being prepared.
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
A document can be ready for signing setup but wait while recipient details are entered manually.
- Reduce manual entry of signer details.
- Add a missing recipient while preparing the document.
- Check identity and role before sending.
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 signer setup workflow.
- 3Tell Notis to add the verified recipient to the identified document and flag uncertain identity, email, or role details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real draft and confirm the recipient appears correctly.
Questions about this workflow
Does this send the document for signing?
No. It adds a recipient to an existing document. Distribution is a separate action.
Can the action add approvers or viewers?
The action supports recipients such as signers, viewers, or approvers. Specify the intended role clearly.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.