Update Documenso document details from Jira
Keep agreement details aligned with project changes by having Notis update the related Documenso document when Jira changes.
Trigger
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Project changes can leave document details stale, making it harder to trust what is current without checking both tools.
- Keep selected Documenso document properties aligned with Jira changes.
- Reduce repeated checks across project and agreement tools.
- Use a clear instruction to limit updates to relevant issue changes.
Setup
Build it in a few focused steps.
- 1Connect Jira and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the document update.
- 3In one instruction, say how Notis should identify the related document, which properties to update, and what issue changes qualify.
- 4Pick the Jira Updated Issue trigger and choose where run reports go.
- 5Test with one real issue change and inspect the resulting Documenso document.
Questions about this workflow
Which Jira changes can start this?
The trigger fires when an existing issue changes in the configured project, including status, assignee, or another issue field. Your instruction should define which changes matter for the document.
Can it update the document's signer fields?
This workflow uses the document update action for document properties. Use the separate recipient update action when the change is to recipient details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Jira to Documenso. A trigger fires from one place; an action lands in another.
Jira 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
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Delete Template
Tool to delete a template by ID.
New Project
Triggered when a new project is added in Jira
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Updated Issue
Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.
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.
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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Jira and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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