Prepare a partner agreement as soon as Adtraction approval comes through
Move from partner approval to a ready-to-sign agreement without copying details between tools.
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
Partner details and agreement preparation can get lost between an approval and the next manual step.
- Start partner paperwork promptly after approval.
- Reduce repeated copying of partner details.
- Use an existing Documenso template as the agreement basis.
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 use the approval request details to create a document from your chosen Documenso template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real partner approval request and review the created document.
Questions about this workflow
What starts this workflow?
A Notis webhook starts it when an HTTP request is sent with the partner approval details.
Does it automatically send the agreement for signing?
No. This workflow creates a document from a template. Use a separate distribution step or workflow when you are ready to send it.
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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