Add an Agiled contact to a Documenso document
Keep signer details with the deal and add the right contact to the draft.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Why this helps
Finding and re-entering signer contact details adds friction to an already busy deal handoff.
- Cut repeated entry of contact details.
- Reduce the chance of selecting the wrong deal contact.
- Add a recipient without losing the document context.
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 Agiled contact as a recipient to the specified existing Documenso document.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one contact and a real draft document ID.
Questions about this workflow
Does this workflow find the document automatically?
The webhook instruction needs to provide the existing Documenso document ID or enough context for Notis to find it.
Can this add more than one signer?
This action adds one recipient. Use a bulk recipient action when a workflow needs multiple recipients.
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.
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.
Agiled and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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