Add project documents to a signing envelope
Keep supporting paperwork with the agreement instead of leaving it scattered across handoffs.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Items Bulk
Adds multiple document items, optionally with file attachments, to an envelope.
Why this helps
Supporting project files can be overlooked when an agreement moves between systems.
- Keep related documents alongside the envelope.
- Reduce missed supporting materials.
- Turn a project handoff into document organization.
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 project files as items to the specified Documenso envelope.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one envelope and confirm each supplied item is present.
Questions about this workflow
Does this create a new envelope?
No. This action adds items to an existing envelope, so the handoff must identify the envelope.
Can the action include file attachments?
Yes. The action supports items with optional file attachments.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.