Start a Documenso draft from an Agiled project handoff
Keep project paperwork moving by starting a draft when the handoff arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Why this helps
Project teams often lose time locating the contract file and restarting document setup by hand.
- Turn a document handoff into a clear next step.
- Reduce repeated setup for project paperwork.
- Keep the source project context available in the automation report.
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: create a Documenso draft from the supplied Agiled project handoff and PDF details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the draft was created; file upload may require a separate PUT to the returned upload URL.
Questions about this workflow
Does this action upload the PDF automatically?
The action returns a presigned upload URL. The PDF must then be uploaded to that URL using PUT.
What starts the workflow?
A Notis webhook request containing the project handoff starts it. Agiled has no listed trigger event here.
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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