Keep supporting paperwork with the agreement
Bring the related documents into the envelope while the agreement context is already in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Items Bulk
Adds multiple document items, optionally with file attachments, to an envelope.
Why this helps
Supporting files can be left in a separate storage workflow instead of being included with the agreement.
- Add multiple items to an existing envelope.
- Keep supporting documents with the signing package.
- Reduce separate file handling during agreement preparation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe adding the supplied document items to the identified envelope.
- 4Pick the webhook trigger and choose a run report destination.
- 5Test with one envelope and confirm the items are attached.
Questions about this workflow
Does this create a new envelope?
No. The target envelope must already exist.
Can an item include a file attachment?
The action supports optional file attachments; provide the required file information in the incoming request.
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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