Start reusable templates from approved forms
When Agenty finds the right form, let Notis start the Documenso template draft so the reusable agreement can be prepared in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Beta
Creates a template and returns a temporary upload link for its PDF.
Why this helps
A form intended for repeated use can remain stuck in a research folder before someone creates its template record.
- Start a reusable template from a collected PDF.
- Separate template creation from field and recipient configuration.
- Surface the required file upload step as part of the beta flow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Ask Notis to create a Documenso template draft when Agenty returns the specified approved PDF and its template details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real approved form and verify the template draft and PDF upload.
Questions about this workflow
What happens after template creation?
The beta action returns a presigned URL. Upload the PDF to the returned uploadUrl using a PUT request.
Does this add template recipients or fields?
No. Those are separate setup actions and require their own confirmed configuration.
Can it decide whether a form is approved?
Only if approval status is included in the Agenty result or otherwise supplied. The workflow should not invent approval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documenso. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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