Start prospect agreements with less setup
When a prospect is ready for a tailored agreement, let Notis start the Documenso document record so the PDF can be uploaded and prepared for signing.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Starting a new agreement can require repeated setup before the actual document is ready for signature.
- Create a draft document from a prospect request.
- Keep document creation tied to the prospect context provided.
- Reduce the setup work before recipients and signature fields are added.
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 document when an incoming prospect request includes agreement context, then report the returned upload URL for the PDF upload step.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the upload URL and next preparation steps are reported.
Questions about this workflow
Does this action upload the PDF too?
No. It creates a document and returns a presigned upload URL. The PDF must then be uploaded to that URL using a PUT request.
Does creating the document send it for signing?
No. The document remains a draft until recipients and required fields are configured and it is distributed.
What starts this workflow?
An HTTP request to the Notis webhook starts it. AeroLeads does not provide a trigger event in this package.
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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