Prepare default participants for reusable agreements
For agreements that reuse the same participant roles, use Agenty's confirmed details to configure the Documenso template once.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Recipients Bulk
Adds multiple recipients to a template.
Why this helps
Reusable templates still take repetitive setup when teams have to re-enter the same default participant structure.
- Add multiple recipients to a template together.
- Reuse confirmed participant details for repeatable workflows.
- Keep roles and emails grounded in source data.
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 confirmed Agenty participants to the identified Documenso template in bulk and report missing names, emails, or roles.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one template and a real confirmed recipient list.
Questions about this workflow
Does this add recipients to a document?
No. It adds recipients to a template so the configuration can be reused.
What roles are supported?
The action description identifies signers, approvers, viewers, and other recipient types. Use only a role confirmed for each person.
Does it send an agreement?
No. Adding recipients to a template does not send a document for signing.
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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