Start client onboarding paperwork from Agile CRM
Turn the handoff from sales to onboarding into a prepared agreement envelope. Notis uses the details your webhook and connected apps make available.
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
New client paperwork often waits while someone repeats information already captured during onboarding.
- Carries available onboarding context into agreement preparation.
- Reduces repeated data entry across the handoff.
- Makes the next paperwork step visible sooner.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM 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 prepare a client agreement envelope from the onboarding details provided.
- 4Choose a webhook trigger and send it from your onboarding process.
- 5Choose where run reports go, then test with one real new client.
Questions about this workflow
Can the workflow fill in agreement terms?
Only use terms supplied in the request or available through the connected apps. The envelope action does not establish missing legal terms.
What starts the automation?
A Notis webhook starts it. The onboarding process must send the HTTP request because Agile CRM triggers are not listed.
Can the envelope include multiple signers?
The action can create an envelope with configuration, but provide the recipient details needed for the intended signing setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documenso. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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