Create a draft document from a processed PDF
Move a processed PDF into Documenso as a draft ready for recipient and field setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
A document can be extracted and understood yet still require manual transfer before anyone can prepare it for signing.
- Reduce manual transfer of processed PDFs.
- Create a draft starting point for signing setup.
- Make the upload requirement part of the workflow.
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 processed PDF workflow.
- 3Tell Notis to create a draft for the identified PDF and upload the file to the returned upload URL using PUT.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real PDF and confirm the draft is available in Documenso.
Questions about this workflow
Is creating the draft enough to upload the file?
No. After the action returns an upload URL, the PDF must be uploaded to that URL using a PUT request.
Does this configure signers or fields?
No. It creates a document draft. Recipients, fields, and distribution are separate steps.
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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