Send a prepared agreement for signing at the right time
Turn a clear ready signal into the next signing step, without keeping the task in your head.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Envelope
Sends an envelope to recipients for signing once recipients and required signature fields are set.
Why this helps
A prepared agreement can be forgotten between document completion and the manual send step.
- Distribute an existing envelope when an explicit ready signal arrives.
- Reduce forgotten send steps after document preparation.
- Keep the signing handoff tied to a specific agreement.
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 distribute the identified envelope only when the webhook indicates it is ready and required recipients and signature fields are configured.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one prepared envelope and confirm distribution status.
Questions about this workflow
What needs to be ready before distribution?
The envelope must have recipients and required signature fields configured.
Does ActiveMerge send the trigger directly?
No trigger event is listed for ActiveMerge. An external tool or backend must send the webhook.
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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