Start the document while referral context is fresh
Turn a complete referral agreement request into a Documenso draft record, and keep the separate PDF upload step visible for the person preparing it.
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
Referral agreement setup can lose time when the handoff arrives without a ready document record.
- Start a document record from referral context.
- Show the upload handoff in the run report.
- Reduce delay before recipient and field preparation.
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 for an incoming referral agreement request when the agreement context is sufficient, then report the returned upload URL.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real referral request and verify the file upload handoff.
Questions about this workflow
Does this action create the PDF file?
No. It creates the draft record and returns a presigned URL. The PDF needs a separate PUT upload.
Can this also add the referral contacts?
This action creates the document record. Recipient setup uses a separate action and requires an existing draft and recipient details.
Will the recipient be asked to sign automatically?
No. Upload the file, add recipients and required fields, then distribute the document when ready.
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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