Turn a template choice into a Documenso document
When your AI workflow identifies the right reusable agreement, pass its template choice and recipient details into Documenso.
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
Once a reusable agreement is identified, someone still has to switch tools and start the document manually.
- Carry a template choice into document creation
- Reduce tool switching after agreement preparation
- Start a document with supplied recipient instructions
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 use the supplied Documenso template ID and recipient details to create a document.
- 4Choose the notis_webhook trigger and provide its endpoint to the sending system.
- 5Choose a report channel and test with one real template and recipient example.
Questions about this workflow
Does the workflow choose a template automatically?
The webhook or your instruction must provide the template choice and recipient details. The listed action creates a document from a template.
Does creating the document send it for signing?
The action creates a document from a template. Distribution is a separate action and is not included here.
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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