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Notis

Move researched agreements into Documenso

Let Agenty gather the context, then have Notis prepare a Documenso envelope from the resulting document and recipient information.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Envelope

Creates an envelope that can include files, recipients, and signing settings.

Why this helps

Research findings and signer details can sit in separate places while someone manually starts the agreement workflow.

  • Reduce copy and paste between research and agreement preparation.
  • Keep the handoff tied to an Agenty webhook request.
  • Create an envelope only when the incoming result includes the document and required recipient details.

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 create a Documenso envelope from the Agenty result when it contains an agreement document and recipient information.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real Agenty result that includes a supported document and recipient details.

Questions about this workflow

What starts this workflow?

An HTTP request to the Notis webhook starts it. Agenty does not expose a listed integration trigger event.

Does this workflow send the envelope for signing?

No. It creates an envelope. Distribution is a separate Documenso action and is not part of this workflow.

What should the webhook payload contain?

It should provide the agreement document and enough recipient information for Documenso. Any missing details must be supplied before the envelope can be prepared.

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.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

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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