Prepare partner agreement templates with their signing fields
Add the required fields to an existing Documenso template as one setup step before it is used for partner agreements.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Fields (Bulk)
Adds multiple fields to a template; each must reference a valid recipient.
Why this helps
A template without configured signing fields can interrupt the agreement process when it is time to send.
- Configure several template fields in one operation.
- Reduce repeated template preparation work.
- Help prevent field setup from becoming a last-minute blocker.
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 field definitions to the specified Documenso template.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real template and verify the field locations and recipient references.
Questions about this workflow
What must be supplied with the request?
Provide the template identifier and field definitions, including valid recipient references and locations.
Can fields be added after the agreement is sent?
This action is for template setup. Configure the template and verify fields before creating or distributing documents.
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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