Create client agreement envelopes from ActiveCampaign
Send the agreement context from an ActiveCampaign process to Notis and create a Documenso envelope for the next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Starting a new agreement can mean rebuilding the same envelope details from scattered CRM context.
- Create an envelope from information already supplied by your CRM process.
- Reduce repetitive agreement setup.
- Keep agreement preparation close to the deal workflow.
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 create a Documenso envelope using the agreement and recipient details in the webhook request.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real agreement example and review the envelope.
Questions about this workflow
Does this send the envelope for signing?
This workflow creates an envelope. Sending it requires a separate distribution step after recipients and required signature fields are configured.
Where do the recipient details come from?
Provide them in the webhook request from your ActiveCampaign process or connected backend.
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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