Keep agreement draft setup moving
A scheduled preparation run can start the Documenso record for each complete agreement request and show exactly where the PDF upload step begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Manual document setup can pile up when agreement requests arrive faster than you can prepare their draft records.
- Process agreement requests in a recurring batch.
- Create draft records with the available context.
- Make the separate file upload step visible in run reports.
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 Documenso draft document records for supplied agreement-ready prospect requests and report each returned presigned upload URL.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real agreement request and confirm the upload handoff is clear.
Questions about this workflow
Does Documenso receive a file in this action?
No. This action returns a presigned URL. The PDF upload requires a separate PUT request to that URL.
Can a scheduled run access prospect requests without an identified source?
The instruction needs to specify the available AeroLeads data or other request context. The run cannot assume an unspecified data source.
Will the created drafts be ready to send?
The draft still needs its file, recipients and required fields before it can be distributed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.