Prepare agreement fields from verified checks
When Agenty confirms the field requirements and locations, let Notis add the set of fields to a Documenso draft together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
Repeatedly placing the same required fields after a document review adds tedious setup work and invites omissions.
- Create multiple supported fields in one operation.
- Use verified field requirements from an Agenty review.
- Avoid guessing page locations when the source result does not provide them.
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.
- 3Describe that Notis should add the verified fields from the Agenty result to the identified Documenso draft and report any missing page, location, or recipient reference.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft whose field requirements and recipient IDs are confirmed.
Questions about this workflow
What state must the document be in?
The document must be in DRAFT status to add fields.
Can Notis infer signature locations from a checklist?
Only when the Agenty result provides reliable location details. Missing positions or recipient references should be reported for follow-up.
Does this action send the document?
No. It creates fields on a draft; sending requires a separate distribution 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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