Clear a batch of agreement setup work
Prepare several document records in one scheduled pass, then use the run report to see each separate PDF upload handoff.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Agreement requests can build into a backlog when each draft record has to be started as a separate manual task.
- Start several draft records in one recurring pass.
- Keep each prospect's agreement context associated with its document.
- See the separate file upload handoff for every created draft.
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 draft for each complete agreement request in the supplied batch and report the corresponding presigned upload URL.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real batch and confirm each created record is distinguishable in the report.
Questions about this workflow
Does this action upload each agreement PDF?
No. Each created document returns an upload URL. The file must be uploaded separately using a PUT request.
How does Notis avoid duplicate drafts on future runs?
Provide a reliable way to recognize requests already processed from available data, or have the report flag uncertain duplication risk.
Are the drafts sent to prospects?
No. The drafts still require file upload, recipient and field setup, and distribution.
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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