Add known signers to agreement drafts in bulk
Let Agenty gather the participant details and have Notis add the recipients to the matching Documenso draft in one focused step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Entering several known signers by hand slows down document preparation and makes it easier to miss someone.
- Add multiple recipients in one action.
- Use participant details gathered by an Agenty process.
- Keep draft preparation distinct from distributing the agreement.
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 recipients found in the Agenty result to the identified Documenso draft, and to report when required details are missing.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real draft and a result containing the intended recipient names, emails, and roles.
Questions about this workflow
Does this create a new document?
No. It adds recipients in bulk to an existing document. The draft must be identified and the recipient information must be available.
What participant details are needed?
Each recipient needs the details required by Documenso, including email, name, and role. The workflow should surface missing details rather than invent them.
Will the recipients receive the document automatically?
This action adds recipients. Distribution is a separate action and is not included.
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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