Send ready Documenso envelopes from ActiveCampaign
Use a webhook from your CRM process to distribute an envelope that already has its recipients and required signature fields configured.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Envelope
Sends an envelope to recipients for signing once recipients and required signature fields are set.
Why this helps
A prepared agreement can sit waiting while someone remembers to open Documenso and send it.
- Reduce the gap between agreement readiness and sending.
- Use a CRM process to initiate distribution.
- Keep distribution focused on a configured envelope.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to distribute the configured Documenso envelope identified in the webhook request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real ready envelope and verify the distribution result.
Questions about this workflow
What must be ready before distribution?
The envelope must already have recipients and required signature fields configured.
Can this create the envelope too?
This workflow distributes an existing envelope. Create and configure the envelope before sending the webhook that starts 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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