Create a Documenso document from an ActiveMerge PDF
Take a completed PDF handoff into Documenso and keep the upload step visible in the workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Moving a finished PDF into a signing app can require a separate document creation step and a file upload.
- Create a Documenso document record from webhook-supplied details.
- Make the presigned upload step part of the documented handoff.
- Reduce repeated setup after document generation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Describe creating a Documenso document from the PDF details and completing the returned uploadUrl PUT upload.
- 4Choose the webhook trigger and set a report channel.
- 5Test with one real PDF and confirm the upload completed.
Questions about this workflow
Does document creation upload the PDF automatically?
The beta action returns a presigned upload URL. The PDF must then be uploaded to that URL with a PUT request.
Where does the webhook come from?
An external tool or custom backend sends the HTTP request. ActiveMerge has no listed trigger event in this package.
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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