Configure template recipients from extracted details
Prepare the people and roles for a reusable signing template from processed contract information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Repeatedly configuring the same agreement participants adds setup work and makes templates harder to keep ready.
- Set up multiple template recipients at once.
- Reduce repeated entry for recurring agreements.
- Flag uncertain roles and contact details before reuse.
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 template recipient workflow.
- 3Tell Notis to add extracted recipients to the identified template and flag any uncertain names, emails, or roles.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real processed contract and verify the template recipients.
Questions about this workflow
Does this create a template?
No. It adds recipients to an existing template, so identify the template in the instruction or source information.
What recipient roles are supported?
The action description supports signer, approver, viewer, assistant, and CC roles. Supply clear role information or have Notis flag ambiguity.
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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