Bring supporting documents into one diligence envelope
Gather the supporting files with Agenty, then have Notis add the identified items to the Documenso envelope that coordinates the agreement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Items Bulk
Adds multiple document items, optionally with file attachments, to an envelope.
Why this helps
Supporting documents gathered during diligence can remain outside the envelope, leaving the signing workflow incomplete.
- Bring multiple identified documents into an existing envelope.
- Reduce manual movement of supporting agreement files.
- Keep the workflow clear when source files or upload details are missing.
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 add the identified Agenty documents to the specified Documenso envelope and report unavailable files or required details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real envelope and a result containing accessible supporting files.
Questions about this workflow
Does this create an envelope?
No. It adds items to an existing envelope.
What if Agenty only returns links?
The linked file must be accessible in a form supported by the Documenso action. If it is not, the workflow should report that rather than claim the item was added.
Does adding items send the documents for signing?
No. Envelope distribution is a separate action.
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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