Start recurring agreement batches with fewer handoffs
For repeatable batches, let a schedule start the email checks and signature requests from a prepared template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope From Template
Creates a signing envelope from a template, either as a draft or ready to send.
Why this helps
Sending the same kind of agreement to a batch takes focus away from the work that needs your attention today.
- Start a known agreement routine on a recurring schedule.
- Check recipients before creating signature requests.
- Reuse the same configured template across eligible recipients.
Setup
Build it in a few focused steps.
- 1Connect Abstract and DocuSign once in the Notis portal.
- 2Create an automation telling Notis to review the available batch, validate recipient emails, and send the specified template for eligible recipients.
- 3Choose a recurring schedule and make the batch data available at run time.
- 4Choose a report channel and test with one real batch example.
Questions about this workflow
Does this use DocuSign bulk send?
No. This workflow uses the template envelope action for eligible recipients. Use it only when the action and available inputs fit your batch.
Where does the batch data come from?
The contact and agreement details must be available to Notis when the scheduled automation runs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docusign. A trigger fires from one place; an action lands in another.
Abstract triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds or updates contacts in a contacts list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Changes email settings for an envelope’s future email communications.
Add envelope attachments
Adds supporting files to a draft or in-progress envelope; they are accessible only through the API.
Add existing brand to group
Adds existing brand profiles to a group.
Addfiletoworkspace
Adds a file to a folder in a workspace.
Add members to signing group
Adds members to an existing signing group.
Add new users to a specified account
Creates new users in an account.
Addorupdateaccountstamps
Creates or updates account-level stamps for use on documents.
Connect any two apps with Notis in the middle.
Abstract and Docusign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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