Attach the supporting file to its signing envelope
Put the related file beside the agreement so it is easier to find when the signing work begins.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Attachment
Adds a supporting file to an existing envelope.
Why this helps
A supporting file can be easy to miss when it remains outside the agreement envelope.
- Attach one supplied file to an existing envelope.
- Keep supporting paperwork alongside the agreement.
- Cut down on manual file transfers.
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 attach the supplied base64 data URI file to the identified envelope.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one envelope and verify the attachment.
Questions about this workflow
What file format does this action require?
The file must be provided as a base64 encoded data URI in the form data:<mime-type>;base64,<base64-data>.
Can this create an envelope too?
No. It adds an attachment to an existing envelope.
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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