Prepare recipients before agreement review
Use a recurring pass to complete recipient setup for identified drafts, while making uncertain matches visible for a quick human check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
Recipient setup is easy to overlook when a founder is balancing prospect research and agreement preparation.
- Prepare recipients in a predictable review cycle.
- Use available contact details without retyping.
- Flag records that lack a reliable document or contact match.
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 supplied prospect agreement records and add the identified contact as a recipient to the matching Documenso draft when both records are clear.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real draft and contact, then confirm the recipient and match handling.
Questions about this workflow
What does the run need to match a prospect to a draft?
Provide usable identifiers for both the contact and the Documenso document, or specify how they appear in the available data.
Can it add recipients to any document status?
The workflow should target drafts. The related Documenso recipient setup rules may limit changes on documents in other states.
Does this send a signing request?
No. It adds a recipient, but does not distribute the document.
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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