Prepare agreements when leads are ready
When a lead is ready for paperwork, give Notis the contact and agreement details and let it prepare the Documenso envelope.
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
Qualified leads can stall while someone gathers the right details and starts an agreement by hand.
- Reduce the delay between qualification and paperwork.
- Keep lead and agreement details together.
- Prepare an envelope from the information supplied with the request.
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 the agreement and recipient details Notis should use in one instruction.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example request to test the workflow.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts it. Include the lead and agreement details Notis needs.
Does ActiveTrail provide the webhook trigger?
No. ActiveTrail has no trigger events in this setup. The trigger is a Notis webhook.
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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