Set up every agreement recipient in one pass
When a deal has several stakeholders, prepare the recipient list together so the agreement does not depend on repeated manual entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Adding each stakeholder separately makes multi-party agreements slower to prepare and easier to leave incomplete.
- Add several recipients to a draft in one action.
- Use the supplied names, emails and roles together.
- Reduce repetitive setup for multi-party agreements.
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 provided prospect contacts as recipients to the specified Documenso draft, preserving the supplied role and signing order details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real multi-recipient agreement and review the run report.
Questions about this workflow
What information must be supplied for each recipient?
Provide the contact email, name and role. Include signing order details if they matter to your agreement.
Does this action work on a sent document?
Bulk recipient creation is intended for a document in DRAFT status.
Does this distribute the agreement?
No. Recipient setup prepares the draft. Distribution is a separate step after required fields are configured.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.