Send reviewed agreements for signing
Move a reviewed agreement into its signing workflow without another manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Envelope
Sends an envelope to recipients for signing once recipients and required signature fields are set.
Why this helps
Agreements can sit ready to send while someone remembers to open Documenso and distribute them.
- Reduce the delay between review and signature requests.
- Keep the handoff tied to document processing.
- Use explicit readiness rules before distribution.
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 distribution workflow.
- 3Tell Notis to distribute the identified envelope only when the extracted agreement details and your review criteria show it is ready to send.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real reviewed agreement and confirm the intended recipients.
Questions about this workflow
Can extraction alone trigger sending?
You define the readiness rule. Include a review signal or other clear condition so an unreviewed or incomplete agreement is not distributed.
What does distribution do?
It sends an existing configured envelope to recipients for signing. The envelope must have recipients and required signature fields configured.
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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