Prepare grouped prospects for agreement signing
For group deals or several stakeholders, let a scheduled run prepare recipients together and report cases that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Repeatedly preparing multi-contact agreements takes time and makes it easy to miss a stakeholder or signing detail.
- Set up multiple recipients in one operation.
- Give multi-contact agreements a predictable preparation rhythm.
- Surface incomplete or ambiguous records for review.
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 review the supplied prospect group records and bulk add their listed contacts to the corresponding Documenso drafts when required recipient details are present.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real group agreement and check recipient completeness and matching.
Questions about this workflow
What data should the prospect group include?
Include each recipient's name, email and role, plus a clear identifier for the target draft. Include signing order if needed.
Does bulk recipient setup work on a sent document?
The bulk action is for drafts, so target Documenso documents in DRAFT status.
Does the schedule send agreements automatically?
No. It prepares recipients and reports results. 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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