Prepare an NDA when a contact requests one
Route an NDA request into a prepared agreement envelope while the conversation is still active.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
A simple NDA request can trigger several context switches before the document is even ready.
- Move NDA requests into a consistent document workflow.
- Use contact identity details included in the request.
- Reduce the delay before agreement preparation.
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 which NDA agreement details and recipient information to use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test using one real request and verify the recipient details.
Questions about this workflow
What information should the handoff include?
Include the contact identity and recipient details needed for the NDA envelope.
Does the workflow choose an NDA template?
This workflow creates an envelope. If you want to create a document from a template, use a template-based workflow and name the template in your instruction.
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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