Bring processed documents into an existing envelope
Keep the documents for an agreement together by adding processed files to its Documenso envelope.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Items Bulk
Adds multiple document items, optionally with file attachments, to an envelope.
Why this helps
Related documents can be left outside the signing envelope, creating extra searching and follow-up.
- Keep related documents within the agreement workflow.
- Add multiple items in one operation.
- Reduce manual document uploads and searching.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the envelope item workflow.
- 3Tell Notis which processed files belong to which existing envelope and to flag any uncertain match.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document and inspect the envelope items.
Questions about this workflow
Does this create a new envelope?
No. It adds items to an existing envelope. The target envelope must be identified by the workflow.
Can I include optional file attachments?
The action supports items with optional file attachments. Specify which processed files should be included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documenso. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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