Prepare the deal's Documenso recipients in one handoff
Keep signer preparation simple when a deal agreement needs several people. Notis can use the contact details provided with the deal signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Entering several signer details by hand creates avoidable friction and raises the chance of missing someone.
- Prepare multiple recipients in one bulk action.
- Use deal contact details already available in the request or connected data.
- Surface missing recipient information before the signing 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.
- 3Tell Notis which contacts to add and their roles; supply any names, emails, or role details Affinity does not provide.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a real draft document and verify each recipient before distribution.
Questions about this workflow
Does this action create a new document?
No. It adds recipients in bulk to an existing draft document. The document must be in draft status.
Will Notis guess recipient roles?
Your instruction should specify the desired roles. Verify names and email addresses before sending for signature.
Does adding recipients send the agreement?
No. Distribution is a separate step. Review recipients and required signature fields before distributing.
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.