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Notis

Prepare contract fields in one handoff

Set up the fields a contract needs without repeating the same document editing steps.

Trigger

Webhook received

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

Action

Create Document Fields (Bulk)

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

Why this helps

Field-by-field preparation slows down recurring agreements and makes omissions more likely.

  • Create several fields in one operation.
  • Reduce repetitive document preparation.
  • Keep draft setup connected to the source handoff.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
  • 3Describe the outcome: add the supplied signature and input fields to the specified Documenso draft.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one draft and verify each field and recipient reference.

Questions about this workflow

Can fields be added before recipients exist?

Every field must reference a valid recipient on the draft.

Does the action support drafts only?

Yes. The document must be in DRAFT status to add fields.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Documenso. A trigger fires from one place; an action lands in another.

Agiled 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.

Agiled and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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