Keep multi-party referral agreements complete
When a referral involves several decision makers, bring the supplied contacts into one recipient setup step so nobody is missed during preparation.
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
Multi-party referral agreements can be delayed when stakeholder details are scattered across the handoff.
- Set up all supplied stakeholders together.
- Preserve role and signing order details from the handoff.
- Make incomplete referral information visible before distribution.
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 contacts included in a referral request as recipients on the specified Documenso draft, following the supplied roles and signing order.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real multi-party referral and check the recipient list in the report.
Questions about this workflow
Can Notis determine the signing order from contact enrichment alone?
Only if the order is included in the request or your instruction provides an explicit rule. Otherwise, include the intended order as input.
What does the bulk recipient action require?
The target document must be a draft, and each recipient needs an email, name and role.
Does the automation send the draft?
No. It prepares recipients. Distribution is a separate action after required fields are in place.
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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