Add agreement recipients from extracted document details
Prepare the recipient list from extracted agreement details and reduce manual entry in Documenso.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Recipient details often need to be copied into signature workflows one person at a time, creating friction and errors.
- Add multiple recipients in one operation.
- Reduce retyping of names and email addresses.
- Surface incomplete recipient details 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 recipient setup workflow.
- 3Tell Notis to use extracted names, emails, and roles to add recipients to the identified draft envelope, flagging missing or ambiguous details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real agreement and verify the recipient list.
Questions about this workflow
Does this create the envelope too?
No. This action adds recipients to an existing envelope. The automation needs a reliable way to identify that envelope.
Can this add recipients to an envelope that is already sent?
Bulk recipient creation is intended for an existing envelope. Configure the workflow around the appropriate draft state and review the result.
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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