Create a signature packet from an Ably agent request
Let an agent request the paperwork in its Ably conversation, then have Notis start a Documenso document from your chosen template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Turning a chat request into a correctly addressed document means switching between the conversation and your signing tool, then re-entering details.
- Start a document from the context already shared in Ably.
- Reduce repeated entry when recipient details are present in the request.
- Keep the signing task connected to the original request.
Setup
Build it in a few focused steps.
- 1Connect Ably and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what to automate from any channel.
- 3In one instruction, tell Notis which Ably conversation to consult and which Documenso template to use when creating the requested packet.
- 4Choose the notis_webhook trigger and where run reports should go.
- 5Test with one real request and confirm the template and recipients before relying on it.
Questions about this workflow
Does Ably provide a trigger event for this workflow?
No. The workflow starts when an HTTP request reaches the Notis webhook trigger. Notis can then use the connected Ably context as instructed.
Does this send the document for signing?
No. It creates a document from a template. Use a separate workflow to distribute a document when it is ready.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Documenso. A trigger fires from one place; an action lands in another.
Ably triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Tool to delete a template by ID.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
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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.
Ably and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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