Create a signature packet from an emailed request
Agreement requests arrive in your inbox. Ask Notis to turn the details into a Documenso document from the right template.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Copying agreement details and recipient information from email into a signing workflow creates extra steps and risks missed requests.
- Reduce copying between inbox and signing workflow
- Keep the request and resulting document connected through the automation run
- Use details and recipients supplied in the email
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Documenso once in the Notis portal.
- 2Create an automation and name it for emailed agreement requests.
- 3Tell Notis to use the appropriate Documenso template to create a document from new emails that request an agreement, using only details and recipients in the message.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real request email and confirm the created document details.
Questions about this workflow
Does this send the document for signing?
This workflow creates a document from a template. Use a separate automation with a distribution action when the document is ready to send.
Where do recipient details come from?
Notis can use details present in the incoming email. Supply any required details that are not included in the message.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documenso. A trigger fires from one place; an action lands in another.
Agent mail 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
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Agent mail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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