Add a required signature field to an agreement draft
Tell Notis which draft needs a field and provide the confirmed placement details for Documenso.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Field
Adds one field to a document in draft status.
Why this helps
A document may have its signer but still be blocked because the required signature field has not been placed.
- Prepare a specified draft for a signing step.
- Use confirmed placement details rather than repeated manual setup.
- Keep the field request connected to its client context.
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 signature field setup.
- 3Tell Notis to add the specified field to the identified DRAFT document using supplied page, position, and recipient details, asking for missing information.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft and verify field placement in Documenso.
Questions about this workflow
Can this edit a sent document?
The listed action is for creating a field on a DRAFT document. Use it only when the document is in draft status.
Will Notis choose where to put the signature?
Placement must be supplied or confirmed. The workflow should ask for page and position details when they are missing.
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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