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Notis

Keep Documenso recipients aligned with OneDrive access

Access changes can signal a people change. Let Notis check the signing request before it becomes a follow-up problem.

Trigger

Sharing Permission Added or Removed

Sharing Permission Added or Removed

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 person removed from a shared folder may still be listed as a pending signer in Documenso.

  • Catch stale signer access
  • Reduce privacy risk
  • Make recipient reviews faster

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and Documenso in Notis once.
  • 2Create an automation describing how to compare sharing changes with pending recipients.
  • 3Pick the OneDrive Sharing Permission Added or Removed trigger.
  • 4Tell Notis to update a confirmed recipient or report the mismatch for review.
  • 5Choose a report channel and test with one permission change.

Questions about this workflow

Will it remove a signer automatically?

Only if your instruction authorizes that action and the recipient match is confirmed.

What if sharing and signing roles differ?

Have Notis report the difference rather than infer a role change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

One drive 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

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

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

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

Find Documents V2

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

ActionInstant

Item Moved or Renamed

Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

TriggerPolling

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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