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Notis

Follow up on pending Documenso signatures

When your ActiveCampaign process identifies an agreement that needs another nudge, redistribute it to its pending recipients.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Redistribute Document V2

Resends signing request emails for a pending document.

Why this helps

Keeping track of who still needs to sign can turn into another follow-up list to maintain.

  • Prompt follow-up on agreements with pending recipients.
  • Reduce manual status chasing.
  • Use the CRM process to initiate a resend.

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 redistribute the identified sent Documenso document to its pending recipients.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real sent document that has pending recipients.

Questions about this workflow

Does this resend to everyone?

The action redistributes to pending recipients. Confirm the document has pending recipients before using it.

Does ActiveCampaign provide Documenso signing status automatically?

This source has no listed trigger events. Have your process send a webhook with the document identifier and follow-up decision.

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.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

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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