Correct a signing recipient from an email
When someone emails a correction to a signer detail, ask Notis to update the recipient on the identified Documenso document.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Document Recipient
Tool to update a document recipient. Use to change name, email, role, signing order or authentication options of a recipient.
Why this helps
A typo or changed recipient detail can stall signing while the correction gets copied into Documenso.
- Reduce re-entry of corrected recipient details
- Keep recipient changes tied to the email that requested them
- Use explicit correction instructions before applying an update
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Documenso once in the Notis portal.
- 2Create an automation and name it for signer corrections.
- 3Tell Notis to update the identified document recipient only when an email explicitly requests a correction, using the corrected details in that message.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real correction email and verify the recipient update.
Questions about this workflow
What recipient details can this update?
The action can update recipient information such as name, email, role, signing order, or authentication options. Your email and instruction need to specify the change.
What if the email does not identify the document?
Include enough information in the email or instruction to identify the document and recipient. If it is ambiguous, the automation should not guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documenso. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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