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Notis

Correct Documenso document settings from Slack

Keep the team discussion and the document correction in the same workflow.

Trigger

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

Action

Update Document V2

Tool to update document properties. Use after confirming the document ID is valid.

Why this helps

Small setting errors linger because they require a separate handoff into Documenso.

  • Reduces lingering metadata errors
  • Keeps corrections tied to the source discussion
  • Supports confirmation before changes

Setup

Build it in a few focused steps.

  • 1Connect Slackbot and Documenso in Notis once.
  • 2Create an automation that updates the named document properties from confirmed channel instructions.
  • 3Pick Channel Message Received as the trigger.
  • 4Choose a report channel and test with one correction message.

Questions about this workflow

What makes a correction confirmed?

Define a phrase or approval convention in the prompt and require it before updating.

What if the document cannot be found?

Instruct Notis to report the issue and request a clearer document reference.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Slackbot 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 Channel Created Trigger

Triggered when a new channel is created in Slack.

TriggerInstant

Delete Template

Tool to delete a template by ID.

ActionInstant

Channel Message Received

Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.

TriggerInstant

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

Direct Message Received

Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.

TriggerInstant

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

Message Reaction Added

Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

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 Reaction Removed

Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.

TriggerInstant

Find Documents V2

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

ActionInstant

Reaction Added Trigger

DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.

TriggerInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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