Connect ActiveTrail to Documenso

When something happens in ActiveTrail, Notis takes the next step in Documenso. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from ActiveTrail to Documenso

View example

Prepare a signature envelope for a qualified lead

Turn an ActiveTrail lead handoff into a Documenso envelope with the agreement details and recipients provided in the request.

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Start a customer agreement from a template

Use a customer onboarding handoff to create a Documenso document from a template with supplied recipient details and prefills.

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Create a signing document from a proposal PDF

Use a webhook carrying a proposal PDF and document details to create a Documenso document for separate file upload.

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Add agreement recipients from a handoff

Use an incoming ActiveTrail-related handoff to add multiple named recipients to an existing Documenso envelope.

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Distribute a prepared envelope for signing

When a handoff confirms the envelope is ready, distribute the configured Documenso envelope to its recipients.

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Prepare agreements for a scheduled customer cohort

On a schedule, review ActiveTrail contacts using your eligibility rules and create Documenso documents from a chosen template for those ready for agreements.

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Review Documenso documents on a schedule

Run a scheduled search for Documenso documents using the criteria in your instruction, such as a title or status, and send a run report.

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Redistribute pending agreements on a schedule

On a schedule, redistribute identified Documenso documents to their pending recipients when your instruction says they are due for a reminder.

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Prepare renewal agreements from an ActiveTrail list

On a schedule, review a renewal contact list and prepare Documenso envelopes for eligible renewals using the details and recipients available.

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Documenso. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.