Keep signer details aligned with verified document information
Apply confirmed recipient corrections while the agreement is being prepared for signing.
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
Outdated or mistyped recipient details can delay signing and create avoidable rework.
- Correct recipient details before they cause a signing delay.
- Reduce manual cross-checking between extracted documents and Documenso.
- Flag mismatched recipients 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 recipient correction workflow.
- 3Tell Notis to update the identified recipient using verified extracted details and to flag uncertain identity matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recipient correction and verify the updated details.
Questions about this workflow
Can this change the signing order?
The action supports updating signing order and authentication options as well as recipient name, email, and role. Include those changes only when explicitly supported by your workflow.
What if two recipients could match?
Have Notis flag the case for review rather than choosing between uncertain matches.
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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