Prepare template recipients from deal participants
Make recurring agreements easier to launch by setting up their usual participants together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template Recipients Bulk
Adds multiple recipients to a template.
Why this helps
Re-entering recipient details on every use of a template creates avoidable admin.
- Set up multiple template recipients together.
- Reduce repeated entry for recurring agreements.
- Make reusable signing workflows easier to prepare.
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 participant details as recipients on the specified Documenso template.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one template and verify each recipient.
Questions about this workflow
Does the action add recipients to a document?
No. It adds recipients to a template. Use the document bulk recipient action for a draft document.
What information should the handoff contain?
Provide the target template and the required recipient details, including email, name, and role.
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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