Prepare signature fields on draft agreements
Reduce repetitive field setup by preparing the necessary signature and input fields on a draft agreement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
A draft can be ready in every other way and still wait on someone to place signature fields manually.
- Create multiple fields in one operation.
- Reduce repeated placement work.
- Flag uncertain field locations or recipient assignments for review.
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 draft field workflow.
- 3Tell Notis which fields to add using available document and recipient details, and to flag locations it cannot determine confidently.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real draft and inspect the field placement before distribution.
Questions about this workflow
Can fields be added after distribution?
This action is for DRAFT documents. Prepare and review the fields before sending the document for signing.
Does Affinda determine field locations automatically?
The workflow needs reliable location information or clear instructions. If locations are unavailable, have Notis flag the draft for manual placement.
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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