Prepare deal agreements from ActiveCampaign
When a deal is ready for paperwork, create its Documenso document from a template using the details sent with the webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Creates a document from a template.
Why this helps
Re-entering deal details into agreements adds busywork and can delay the next step.
- Reduce manual copying from deal records.
- Start agreement preparation when a deal is ready.
- Keep the document tied to the supplied deal context.
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 creating a Documenso document from a template using the deal and contact details supplied by the webhook.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real deal example and confirm the created document.
Questions about this workflow
What starts this workflow?
An HTTP request starts it. Configure your ActiveCampaign process or connected backend to send the webhook when the deal is ready.
What information should the webhook include?
Include the relevant contact and deal details, plus the Documenso template identifier and any supported prefills you want applied.
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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