Move referred prospects toward an agreement
A referral can move quickly when the agreement setup starts with the details already included in the handoff. Let Notis create the Documenso envelope from that context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Referral handoffs often lose momentum when the receiving founder has to reconstruct context before starting paperwork.
- Carry referral context into agreement preparation.
- Reduce delay between a referral handoff and document setup.
- See missing details in a run report before proceeding.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Documenso envelope when an incoming referral request includes an agreement need and the required contact context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral request and review the created envelope details.
Questions about this workflow
Does AeroLeads send referral events directly to Notis?
No trigger event is listed for AeroLeads here. Start this workflow with a Notis webhook request containing the referral context.
What happens if the request is missing key details?
Tell Notis to report the missing information and avoid creating an incomplete envelope.
Is the envelope automatically sent?
No. This creates the envelope. Recipient and signature field setup, followed by distribution, are separate steps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Documenso. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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