Prepare all signers for a portfolio agreement
When one agreement covers several prospect contacts, add the supplied recipients together so the draft is ready for final checks.
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
Portfolio agreements can stall when signer details are gathered in one place and entered into the document one by one.
- Add multiple signers or other recipients in one action.
- Reduce repeated entry for portfolio agreements.
- Keep the recipient setup grounded in supplied roles and contact details.
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 bulk add the provided prospect contacts to the identified Documenso draft using the supplied roles and signing order.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real portfolio agreement request and verify every recipient.
Questions about this workflow
Must all recipients be signers?
No. Supply each recipient's role, such as signer, approver, viewer, assistant or CC, as appropriate.
Can this create the portfolio document too?
No. This action adds recipients to an existing draft document.
Will recipients be notified?
This action prepares recipients. 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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