Turn a template match into an agreement draft
Carry a template match from your AI workflow directly into Documenso document creation with the recipient details supplied.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Use Template (v2-beta)
Creates a document from a template.
Why this helps
Template discovery loses momentum when the selected option still has to be manually started in the signing app.
- Continue directly from template selection
- Use the chosen reusable agreement as the document starting point
- Keep recipient instructions attached to the handoff
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 a document from the supplied template ID with the supplied recipient details.
- 4Choose the notis_webhook trigger and provide its endpoint to the AI workflow.
- 5Choose a report channel and test with one real matched template.
Questions about this workflow
What data must the webhook provide?
Provide the template ID and recipient information required to instantiate the document, along with any optional prefills you want applied.
Will it distribute the document to signers?
This action creates a document from the template. Distribution is a distinct action and is not included.
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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