Add a client signer to the right agreement draft
Give Notis the draft and signer context from AgencyZoom, then have it add the recipient in Documenso.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
A draft can sit ready while the signer details remain in another system or handoff message.
- Reduce copying signer details between systems.
- Prepare an existing draft for its next setup step.
- Ask for clarification when the draft or signer is ambiguous.
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 signer setup.
- 3Tell Notis to add the supplied signer to the identified Documenso draft and ask if the document or recipient details are unclear.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft and confirm the recipient in Documenso.
Questions about this workflow
Can this create the agreement too?
This workflow adds a recipient to an existing document. Use a separate document or envelope creation workflow when there is no draft yet.
Will Notis guess the signer from an AgencyZoom record?
No trigger event is listed for AgencyZoom. Provide the relevant signer context in the webhook request or have Notis ask for missing details.
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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