Move an approved PDF into a Documenso draft
Once your AI workflow has approved a PDF for the next step, create a Documenso draft with the supplied document details.
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
Approved documents can stall before signing setup when the PDF still needs to be moved into Documenso manually.
- Carry approved PDFs into signing preparation
- Reduce manual file handoff steps
- Start a Documenso draft from the supplied details
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the approval condition and document details required before creating the Documenso draft.
- 4Choose the notis_webhook trigger and provide its endpoint to the approval workflow.
- 5Choose a report channel and test with one approved PDF.
Questions about this workflow
Does Documenso receive the file in the create action?
The beta create action returns a presigned upload URL. The PDF must be uploaded to that URL with a PUT request.
Can the AI decide whether a document is approved?
The workflow can follow the approval state or instruction supplied in the webhook request. It should not infer an approval state that the source does not provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Documenso. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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