Find the right agreement template before partner onboarding
Make a weekly check for upcoming partner onboarding and see which Documenso templates are available to use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available document templates.
Why this helps
A suitable agreement template can be hard to find when onboarding work starts across several tools.
- Surface available templates during a regular onboarding review.
- Reduce time spent searching when a partner is ready.
- Create a reliable starting point for agreement preparation.
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 review the onboarding needs you specify and list relevant available Documenso templates.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real onboarding case and confirm the template list is useful.
Questions about this workflow
Does this create a new agreement?
No. It lists available templates for review. Use a separate workflow to instantiate a selected template.
Can Notis determine which partner is ready from Adtraction?
Only if the needed partner information is available to the workflow. Specify the onboarding cases or provide the necessary source data.
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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