Turn proposal PDFs into signing documents
When your proposal is ready, pass the PDF and document details to Notis to create the Documenso draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Moving a finished proposal into a signing workflow can mean repeating document setup and losing track of the upload step.
- Start a Documenso document from a supplied proposal.
- Keep document setup tied to the originating request.
- Make the required file upload step explicit.
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.
- 3In one instruction, describe the proposal details and PDF supplied with the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real proposal PDF and complete the returned upload URL step.
Questions about this workflow
Is the PDF upload included in this action?
No. The action creates a document and returns an upload URL. The PDF must then be uploaded to that URL with a PUT request.
What starts the workflow?
An HTTP request to the Notis webhook. ActiveTrail does not expose a trigger event here.
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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