Create a place for each agreement collection
Give new agreement work a clear home without pausing to organize it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Folder
Creates a folder to organize documents or templates.
Why this helps
Documents can accumulate without a consistent folder ready for a new client or agreement collection.
- Create a folder from an explicit incoming request.
- Give agreement documents a consistent organization step.
- Reduce manual setup when a new collection begins.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a folder using the name and optional parent folder details supplied in the request.
- 4Choose the webhook trigger and set the report destination.
- 5Test with one new agreement collection and confirm the folder.
Questions about this workflow
Can the folder be nested?
Yes. The action supports creating a folder under an existing parent folder when that parent is supplied.
Does this move documents into the folder?
No. This action creates the folder; moving documents is a separate task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documenso. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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