Add agreement recipients from an AgencyZoom handoff
Pass along the signer list and draft context once, and Notis can prepare recipients together in Documenso.
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
Adding each signer separately creates repetitive work and increases the chance of missing someone from an agreement.
- Add multiple supplied recipients in one operation.
- Reduce repetitive recipient entry for multi-party agreements.
- Keep signer preparation tied to the AgencyZoom handoff.
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 multi-signer setup.
- 3Tell Notis to add the supplied named recipients to the specified DRAFT Documenso document and request any missing document or recipient details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft and a verified recipient list.
Questions about this workflow
What does the webhook need to include?
It should provide enough context to identify the existing draft and the intended recipients, including their names, emails, and roles. Notis should ask for any missing details.
Does this configure signature fields too?
No. This action adds recipients. The draft still needs valid fields for required signers before distribution.
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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