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Notis

Keep signer details current when contacts change

Carry a corrected contact detail into the signing workflow before it causes a delay.

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Outdated email or recipient details can disrupt an agreement already in progress.

  • Reduce manual correction across apps.
  • Help prevent signing delays from stale contact details.
  • Make contact changes actionable.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
  • 3Describe the outcome: update the specified Documenso recipient using the corrected Agiled contact details supplied in the webhook.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one known recipient and verify the updated details.

Questions about this workflow

Can this change a recipient's signing order?

The action can update name, email, role, signing order, or authentication options when those changes are supplied.

Does this locate the recipient automatically?

The workflow needs enough document and recipient context to identify the intended recipient.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Documenso. A trigger fires from one place; an action lands in another.

Agiled triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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