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Notis

Add certificate related recipients to an envelope

Keep the people associated with a credential together when a related agreement needs several recipients.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Envelope Recipients Bulk

Adds multiple recipients to an existing envelope.

Why this helps

Looking up names and email addresses again adds friction when several people need to be included in the same signing workflow.

  • Add multiple recipients in a single action.
  • Use recipient details already supplied with the webhook request.
  • Reduce repeated entry for multi-person agreements.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Documenso once in the Notis portal.
  • 2Create an automation in Automations, or tell Notis from any channel what outcome you want.
  • 3In one instruction, ask Notis to add supplied recipient details to the specified existing Documenso envelope.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example that includes an envelope identifier and recipient details.

Questions about this workflow

Does this create a new envelope?

No. It adds recipients to an existing envelope, so the request must identify a valid Documenso envelope.

What recipient information is needed?

The bulk recipient action requires recipient details such as email, name, and role. Include those in the webhook request or ensure Notis can retrieve them.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Accredible certificates 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

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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