Put required signing fields on a reusable agreement template
Make repeat agreements easier by setting up their signing fields on the template once.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Fields (Bulk)
Adds multiple fields to a template; each must reference a valid recipient.
Why this helps
Missing or misplaced signing fields can create rework every time a reusable agreement is prepared.
- Create multiple fields on an existing template in one operation.
- Use supplied locations and recipient references for the setup.
- Reduce repeated field placement for recurring agreements.
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 add the supplied fields to the identified template, using valid template recipient IDs and locations.
- 4Select the webhook trigger and choose a run report destination.
- 5Test with one template and inspect the field placement.
Questions about this workflow
Does this action create the template recipients?
No. All fields must reference valid recipient IDs that already exist on the template.
What details should the webhook supply?
Provide the target template, field types, page locations, and valid recipient references.
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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