Start a Documenso document from your deal signal
Turn a clear paperwork-ready request into a Documenso document record and upload handoff.
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
Starting a document from a deal often means repeating the same setup before the PDF can even be uploaded.
- Start document creation from a deal-side signal.
- Make the separate PDF upload step visible in the workflow.
- Keep required document details in one instruction.
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 when to create the document and provide its title and any required file details not present in Affinity.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a real example and confirm the returned upload URL is used for the PDF PUT request.
Questions about this workflow
Does this action upload the PDF itself?
No. It creates a document using a beta endpoint and returns a presigned upload URL. The PDF must then be uploaded to that URL with a PUT request.
Does document creation send it for signature?
No. Add recipients and fields, then distribute it using the relevant Documenso actions when ready.
What starts the flow?
A Notis webhook starts the automation when it receives an HTTP request from your Affinity-side process.
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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