Complete draft agreement fields in one pass
Finish the field setup together so the agreement is closer to ready for signing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
Adding signature and input fields one by one can interrupt the final review of a prepared agreement.
- Add multiple fields to a draft in one operation.
- Use the provided field placements and valid recipient IDs.
- Reduce repetitive setup before agreement review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Instruct Notis to add the supplied fields to the identified draft, referencing valid document recipient IDs.
- 4Choose the webhook trigger and set a report destination.
- 5Test with one draft and verify fields are positioned correctly.
Questions about this workflow
Can fields be added after the document is sent?
This bulk action is for documents in DRAFT status.
What information is needed?
The draft document, field types and locations, and valid recipient IDs must be available.
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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