Add a partner signer without retyping their details
Send partner name and email in the request and add them as a recipient on the intended Documenso document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
Re-entering partner contact details during agreement setup is an easy place for delays or mistakes.
- Reduce repeated typing of signer details.
- Tie recipient setup to the partner request.
- Prepare an existing document for the next signing setup step.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to add the supplied partner as a recipient on the identified Documenso document.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real document and partner contact, then verify the recipient.
Questions about this workflow
What information is needed?
Provide the document identifier and the recipient details required by the action, including the partner's name and email.
Will the document be sent after adding the signer?
No. This adds a recipient. Required fields and document distribution are separate steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Documenso. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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