Turn generated ActiveMerge agreements into Documenso envelopes
Move a generated agreement into a signing workflow without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
A finished agreement can sit in a file workflow while you still need to create its signing envelope and re-enter its details.
- Carry agreement details from the webhook into a new envelope.
- Reduce manual setup between document generation and signing.
- Keep the handoff prompt based and reportable in Notis.
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 Documenso envelope from the agreement details in the incoming request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real agreement webhook and verify the envelope.
Questions about this workflow
Does ActiveMerge provide a trigger for this workflow?
No ActiveMerge trigger is listed here. Notis starts this workflow from an inbound webhook sent by an external tool or backend.
Does creating the envelope send it for signing?
The selected action creates an envelope. Use a separate signing distribution step when recipients and required fields are ready.
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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