Carry reusable ActiveMerge templates into Documenso
Keep reusable paperwork ready for signing without repeating the template handoff manually.
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 reusable document template may need a second setup in Documenso before anyone can use it for agreements.
- Create a Documenso template from provided template details.
- Account for the returned presigned upload URL and required PUT upload.
- Make reusable document preparation easier to repeat.
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 template from the incoming PDF details and upload the file to the returned URL.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real template PDF and verify it appears in Documenso.
Questions about this workflow
Does the action create a template from a file by itself?
It creates the template and returns an upload URL. Upload the PDF to that URL using PUT.
Can the workflow configure template recipients and fields too?
Those are separate actions. This workflow only creates and uploads the template.
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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