Prepare all envelope recipients before paperwork is due
Turn your pipeline review into a quick recipient readiness step for agreements coming up next.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Multiple signer details are easy to miss when recipients are added only after a deal is already waiting on paperwork.
- Add multiple recipients to an envelope in a single operation.
- Prepare signers, approvers, and other roles ahead of time.
- Identify missing emails or roles before the agreement is due.
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.
- 3Tell Notis which upcoming deals to review and provide recipient names, emails, roles, and envelope identifiers when not available from the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one envelope and verify recipient roles before distribution.
Questions about this workflow
Does this action distribute the envelope?
No. It adds recipients in bulk. Distribution is a separate action and the required fields must be configured first.
Which roles can be included?
The listed roles include signer, approver, viewer, assistant, and CC. Specify the intended role for each recipient.
What if the envelope is not found?
Provide enough identifying information for Notis to locate the right envelope and review the run report for unresolved matches.
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.