Apply a document update from an HTTP request
Send a request to Notis when an agreement needs a known property update, and have the automation apply it to the identified document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Document updates can get delayed when the change is captured in one system and has to be entered manually in another.
- Start a document update from an HTTP request
- Reduce manual entry of agreement changes
- Keep a record of each run in a selected report channel
Setup
Build it in a few focused steps.
- 1Connect Documenso once in the Notis portal.
- 2Create an automation and name it for the document update request.
- 3Tell Notis to update only the identified Documenso document using the changes supplied with the request.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real request and confirm the updated document properties.
Questions about this workflow
Which properties can be updated?
The update depends on the properties supported by the Documenso action. State the intended changes in the request and verify them in a real run.
What if the request does not identify a document?
The request or instruction needs enough information to identify the document. Do not rely on the automation to 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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Get Template
Tool to fetch a template by ID.
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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