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Notis

Set up all partner signers on an envelope at once

Provide the signer details with a webhook request and add the recipient group to an existing Documenso envelope in one step.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Envelope Recipients Bulk

Adds multiple recipients to an existing envelope.

Why this helps

Entering multiple signers one by one adds friction and increases the chance of a missed recipient.

  • Add multiple recipients in one operation.
  • Reduce repetitive recipient entry.
  • Keep the signer setup tied to the partner request.

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 recipient details to the specified existing Documenso envelope.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real envelope and recipient list, then review the recipient roles.

Questions about this workflow

What must the request provide?

It needs to identify the existing envelope and include each recipient's email, name, and role.

Does adding recipients distribute the envelope?

No. Distribution is a separate action, and the envelope must have the required fields configured before it is sent.

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.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

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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