Prepare agreements for a customer cohort
Turn a time-based customer onboarding milestone into a batch of consistent, template-based agreements.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Use Template (v2-beta)
Creates a document from a template.
Why this helps
Preparing paperwork for a whole cohort can turn into a distracting sequence of repeated individual tasks.
- Review a cohort on a predictable schedule.
- Apply your stated eligibility rules consistently.
- Reuse one Documenso template for matching contacts.
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 contacts qualify, which template to use, and what supplied details to include.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real eligible contact before using the full cohort.
Questions about this workflow
How does Notis know which contacts qualify?
State the rules in your instruction and ensure the relevant contact data is available from ActiveTrail.
Does the schedule itself define a cohort?
No. The schedule starts the workflow. Your instruction must define eligibility.
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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