Set up multiple fields on an agreement draft at once
Pass Notis the confirmed field plan and matching draft context, then prepare the fields together in Documenso.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
Repeated field setup can slow down agreement preparation and leave a draft incomplete.
- Create multiple supplied fields in one operation.
- Reduce repeated setup for documents with several signers or inputs.
- Keep field preparation linked to the handoff details.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for bulk field setup.
- 3Tell Notis to add the supplied fields to the specified DRAFT document, ensuring recipient IDs and placement details are provided or asking for them.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft and verify all fields in Documenso.
Questions about this workflow
What details are needed for the fields?
Provide the field types, placement details, and valid recipient IDs for the draft. Notis should ask for any missing information.
Can fields be added after distribution?
The listed bulk field action is for a DRAFT document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Documenso. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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