Carry prospect interest into agreement setup
When a prospect is ready to move forward, use the request details to place them on the right agreement draft while the conversation is active.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
A prospect's interest can be lost in the handoff between lead follow-up and preparing the agreement recipient list.
- Reduce the gap between prospect intent and recipient setup.
- Use the supplied prospect contact details directly.
- Keep setup tied to the specified draft agreement.
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 add the prospect from an incoming request as a recipient on the specified Documenso draft when the request confirms agreement readiness.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect request and verify the document and recipient match.
Questions about this workflow
Does this create or find the document?
No. The request must identify an existing Documenso document. This action adds a recipient.
Can it add the person if agreement readiness is unclear?
Set a clear readiness rule in your instruction, or include that decision in the incoming request. The automation should flag ambiguous cases.
Will the prospect receive a signing email?
Adding a recipient does not distribute the document. Distribution is a separate step.
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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