Add agreement recipients in one handoff
Stop re-entering signer and approver details when an agreement is already waiting in Documenso.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Recipient setup is easy to delay when details arrive in a separate campaign or contact handoff.
- Add several recipients in one operation.
- Use recipient names, emails, and roles from the request.
- Keep recipient setup on the existing draft envelope.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Documenso once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the supplied recipients to the identified draft envelope.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real draft envelope and its intended recipients.
Questions about this workflow
What does the request need to identify?
It needs the existing Documenso envelope and each recipient's name, email, and role.
Can this add recipients after the envelope is distributed?
The action description does not specify that state is supported. Use it for the appropriate existing envelope and confirm the status before running.
When this happens · Trigger
Do this · Action
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.
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.
ActiveTrail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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