Get the right prospect onto the agreement
Once an agreement document exists, use the prospect details already at hand to set up its intended recipient without copying information by hand.
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
Recipient details can be retyped or attached to the wrong agreement when prospect research and document setup happen in separate steps.
- Carry available prospect details into recipient setup.
- Reduce manual typing during agreement preparation.
- Keep recipient creation tied to an identified document.
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 document, using only the provided role and contact details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real draft document and prospect, then review the recipient details in the report.
Questions about this workflow
Does this create a new document?
No. It adds a recipient to an existing document. The document identifier and the intended recipient role must be available.
Can Notis choose a signer role automatically?
Only if you state the role rule in your instruction or include the role in the incoming request.
Does this send the document?
No. Adding a recipient does not distribute the document for signing.
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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