Prepare due diligence participants without retyping
Move a confirmed participant list from Agenty into the Documenso envelope that holds the due diligence documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Founders often re-enter the same participant details while coordinating diligence across research and signature workflows.
- Reduce duplicate entry for multi-party diligence workflows.
- Prepare recipients together on an existing envelope.
- Flag incomplete emails, names, or roles before the action runs.
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.
- 3In one instruction, ask Notis to add the confirmed Agenty participants to the identified Documenso envelope and surface missing recipient details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one existing envelope and a real, verified diligence participant list.
Questions about this workflow
Does this create the envelope or its documents?
No. It adds recipients to an existing envelope. Create the envelope and its items separately if needed.
What recipient roles can be used?
The listed action supports SIGNER, APPROVER, VIEWER, ASSISTANT, or CC. Use a role confirmed by the source information.
Does adding recipients distribute the envelope?
No. The action adds recipients. Distribution is separate and should happen only when the envelope is fully configured.
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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