Send ready agreements for signing
Give Notis a clear ready-to-send handoff and have it distribute the prepared envelope.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Envelope
Sends an envelope to recipients for signing once recipients and required signature fields are set.
Why this helps
A complete agreement can sit unsent when the final distribution step depends on someone remembering to return to it.
- Reduce manual delay after agreement preparation.
- Use an explicit handoff to initiate distribution.
- Keep the distribution tied to the intended 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.
- 3Describe how to identify the ready envelope in the webhook request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real envelope that has recipients and required signature fields.
Questions about this workflow
What must be ready before distribution?
The envelope must have recipients with required signature fields configured.
Does this create the agreement too?
No. This action distributes an existing envelope. Describe its identifier in the request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.