Add one recipient to a Documenso document
Handle a one-person recipient update from a focused request and keep the document moving.
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 single missing signer detail can stall an agreement while you switch back into the document to make a small change.
- Handles a single recipient addition without bulk setup.
- Uses a specific document reference from the request.
- Calls out missing recipient details before the change.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Documenso once in Notis.
- 2Create an automation in Automations, New Automation, and name it for adding a recipient.
- 3Tell Notis to add the supplied recipient to the referenced Documenso document and report any missing name, email, role, or document reference.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real document and recipient request.
Questions about this workflow
What does the request need to include?
Include the target document reference and recipient details such as name, email, and role.
Can this replace an existing recipient?
This action creates a recipient. To change an existing recipient's details, use the update recipient action instead.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Documenso. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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