Distribute pending Documenso documents from ActiveCampaign
When your CRM process marks paperwork ready, use its webhook to send the identified Documenso document to pending recipients.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Why this helps
Pending signing documents can be overlooked when the CRM and e-signature work happen in separate places.
- Act on a specific pending document from CRM context.
- Reduce manual checking between apps.
- Distribute to pending recipients when the process is ready.
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 distributing the identified Documenso document to its pending recipients.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real document that has pending recipients.
Questions about this workflow
How is this different from distributing an envelope?
This action distributes a Documenso document to pending recipients. Use the envelope distribution action when the item is an envelope.
What should the webhook provide?
Provide the valid Documenso document identifier and the context indicating it is ready for distribution.
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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