Set up draft agreement fields during pipeline review
Handle field preparation for several deal drafts in one focused review, with page placement and recipient details specified up front.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
Preparing fields one at a time across several drafts takes attention away from moving deals forward.
- Prepare multiple fields in one operation for each draft.
- Reduce repetitive setup across similar agreements.
- See which documents need missing recipient or placement details.
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 and drafts qualify and specify each field's page, type, location, and recipient; supply unavailable details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test on a draft and verify all field placements before distribution.
Questions about this workflow
Can this add fields to documents already sent?
No. Bulk field creation is for a DRAFT document.
Do all fields need a recipient?
Fields must reference valid recipient IDs. Ensure recipients exist and provide the associations needed.
Does bulk setup save work compared with one field at a time?
Yes. This action creates multiple fields in a single operation.
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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