Add recipients to Documenso envelopes from ActiveCampaign
When your CRM process identifies everyone involved, use its webhook to add those recipients to the matching draft envelope in one operation.
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
Entering several signers and approvers one by one makes agreement setup easy to interrupt or get wrong.
- Add multiple recipients in one operation.
- Use recipient details supplied by the CRM process.
- Reduce manual setup for multi-party agreements.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe adding the supplied recipients to the matching draft Documenso envelope.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real draft envelope and verify its recipients.
Questions about this workflow
Can this add recipients to an already sent envelope?
The bulk recipient action is for an existing draft envelope. Use a draft with the correct envelope identifier in the webhook request.
What recipient information is needed?
Include the envelope identifier and each recipient's email, name, and role.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Documenso. A trigger fires from one place; an action lands in another.
Active campaign triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Active campaign and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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