Send cleared agreements from an Affinity deal signal
Once a draft is reviewed and ready, let the deal signal prompt a straightforward Documenso distribution.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Why this helps
A reviewed agreement can still sit unsent while someone switches back to the signing tool to finish the handoff.
- Reduce the gap between deal approval and sending paperwork.
- Use a clear signal to start distribution to pending recipients.
- Keep a record of the action in Notis run reports.
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 signal means the agreement is approved and how to identify the prepared document.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with a real, reviewed document and confirm its recipients before relying on the workflow.
Questions about this workflow
Does the document need to be prepared before this runs?
Yes. The document should already have the intended recipients and required signature fields configured.
Can it send to only selected pending recipients?
Your instruction can specify the intended recipients if their identifiers are available and supported by the action.
Will this create the agreement too?
No. This action distributes an existing document. Create and review the document in a preceding step or workflow.
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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