Add a requested signer to a document
Handle a new signer request without retyping details already held in AnyDB.
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 late change to the signer list can create extra administrative steps and delay an agreement.
- Handle one-off recipient changes from a request.
- Use signer information already tracked in AnyDB.
- Keep recipient setup tied to the identified document.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to add the specified signer to the identified document using the available name, email and role details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one draft document and verify the recipient information.
Questions about this workflow
Does this replace an existing recipient?
No. This action creates a single recipient on an existing document. Use the update-recipient action to change an existing recipient.
Can this be used for a draft?
Yes, recipient setup is part of preparing a document. Ensure the identified document and recipient details are correct.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Documenso. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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