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Update a Documenso recipient from a Discord correction

Fix signer details before the next signing step uses the wrong information.

Trigger

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

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 email or signer role can stall an agreement if the document is not updated too.

  • Prevent sends to stale signer details
  • Reduce correction back and forth
  • Keep recipient records accurate

Setup

Build it in a few focused steps.

  • 1Connect Discord and Documenso in Notis once.
  • 2Create an automation for edited messages containing recipient corrections.
  • 3Tell Notis to update the named recipient property on the referenced document and report the result.
  • 4Pick Message Edited as the trigger and choose a report channel.
  • 5Test with one controlled recipient correction.

Questions about this workflow

Which recipient properties can change?

The action supports name, email, role, signing order, and authentication options.

What if multiple recipients match?

The instruction should identify the specific recipient, or Notis should report the ambiguity.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Discord 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

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

New Discord Message Trigger

Polls a specific Discord channel for new messages.

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

New Member Joined

Triggered when a new member joins a Discord server (guild) you manage.

TriggerPolling

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Message Reaction Added

Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.

TriggerPolling

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

New Thread Created

Triggered when a new thread is created in a Discord channel within a monitored server.

TriggerPolling

Duplicate Document V2

Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.

ActionInstant

Message Edited

Triggered when an existing message in a monitored Discord channel is edited.

TriggerPolling

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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