Bring deal-specific approvers into the agreement flow
When a deal needs an extra approval, have Notis add the named person to the existing document so the handoff stays clear.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
An agreement may be ready but blocked because the additional approver was never added to its signing workflow.
- Add a single approver when a deal calls for one.
- Use a webhook to reduce manual recipient setup.
- Report missing approver details before the handoff.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which deal signal requires an approver and provide the person's name, email, role, and document identifier if these are not returned from Affinity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test on a draft document and verify the recipient before distributing.
Questions about this workflow
Does this create the document?
No. It adds one recipient to an existing Documenso document.
Can the new approver be added after the document is sent?
The action adds a recipient, but your instruction should account for the document's state and verify the result before proceeding.
Will Notis infer the approver from a deal role?
Only if the needed role and contact details are present. Supply missing identity details in the webhook request or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Documenso. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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