Move agreement intake straight into Documenso
When intake is complete, create the Documenso envelope from the details already gathered instead of restarting the setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Agreement intake information is easy to lose between the request, AI processing, and preparing a signing envelope.
- Continue from intake into e-signature preparation
- Carry supplied document and recipient information forward
- Reduce dropped details during tool handoffs
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 how to create an envelope from the completed intake details and supplied document.
- 4Choose the notis_webhook trigger and provide its endpoint to your intake process.
- 5Choose a report channel and test with one completed intake request.
Questions about this workflow
Can this fill in details that were not collected at intake?
No. Provide the document and recipient information needed for the envelope, and have Notis report missing inputs.
Does the workflow configure signature fields?
Creating the envelope does not itself configure document fields. The envelope must have the required recipients and signature fields before distribution.
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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