Keep the agreement signer aligned with a new Canvas topic
If a new topic confirms a signer change, update the existing Documenso recipient so the agreement reaches the right person.
Trigger
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
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 changed participant can leave an agreement addressed to the wrong signer unless someone updates it promptly.
- Use a topic event to flag a signer change.
- Update an existing recipient on the relevant agreement.
- Reduce the chance that an outdated recipient delays signing.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which topics indicate a signer change, how to identify the document and recipient, and the verified replacement details.
- 4Pick New Canvas Discussion Topic as the trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Can it decide the new signer from the topic text?
Only when the topic or instruction provides clear replacement details. Include the verified name and email in the available context.
Does this create a new agreement?
No. It updates a recipient on an existing Documenso document. The document and recipient need to be identifiable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Documenso. A trigger fires from one place; an action lands in another.
Canvas 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.
Canvas and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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