Create onboarding agreements from a template
Reuse your approved Documenso template when a new customer is ready to begin onboarding.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Creates a document from a template.
Why this helps
Starting each customer agreement from scratch adds repetitive setup and creates room for missed details.
- Reuse a consistent agreement template.
- Reduce repeated document setup.
- Use recipient information included in the handoff.
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 template and supplied onboarding details to use.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test the instruction with one real onboarding request.
Questions about this workflow
What does the workflow need from the request?
Provide the customer and recipient details, the template to use, and any prefills needed.
Does this send the agreement automatically?
The selected action creates a document from a template. Describe any intended next step separately and ensure it is supported.
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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