Get deal agreement drafts ready for signatures
Turn a pipeline readiness review into a focused Documenso draft update, with the signature placement specified in your instruction.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Field
Adds one field to a document in draft status.
Why this helps
A draft may look ready in the pipeline but still need a signature field before it can move forward.
- Catch draft agreements missing a required signature field.
- Tie document preparation to a scheduled pipeline review.
- Make field placement explicit and repeatable.
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 deals qualify and specify the document, page, field type, and location; provide any details not available from the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test on one real draft and verify the field placement before distribution.
Questions about this workflow
Can this add a field to a sent document?
No. The document must be in draft status to add a field.
Will Notis determine the best field location from the document?
Provide the page and location in your instruction. Do not rely on an unstated placement assumption.
Does this distribute the agreement after adding the field?
No. This action creates a field only. Review the draft and configure distribution separately if needed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.