Make a generated PDF reusable for future agreements
Save the structure of repeat paperwork so future agreement setup starts further along.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Beta
Creates a template and returns a temporary upload link for its PDF.
Why this helps
A document generated for repeat use may need to be rebuilt as a template before it can support future signing workflows.
- Create a reusable Documenso template from supplied PDF details.
- Include the required upload step after template creation.
- Reduce repeated preparation for similar future agreements.
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 template from the supplied PDF and uploading it to the returned URL.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with a real PDF and verify the uploaded template.
Questions about this workflow
Is the PDF uploaded by the template creation action?
No. The beta action returns an upload URL; upload the PDF to it using PUT.
Does this add fields or recipients?
No. Template fields and recipients require separate actions.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.