Move a triaged agreement into its signing workflow
Let an AI workflow organize the incoming agreement request, then carry the supplied document and instructions into a Documenso envelope.
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 requests arrive with scattered context, making it harder to prepare the right signing workflow promptly.
- Carry triage context into envelope preparation
- Reduce intake rework for supplied signing details
- Keep agreement requests moving from webhook to Documenso
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 triage the request and create an envelope using the supplied agreement and signing instructions.
- 4Choose the notis_webhook trigger and provide its endpoint to the intake system.
- 5Choose a report channel and test with one real agreement request.
Questions about this workflow
Can it infer missing signers or signing roles?
The request needs to supply the recipient and role details required for the envelope. Missing information should be reported for follow-up.
Is the envelope distributed automatically?
This uses the create-envelope action. Distribution is a separate action and should be configured only when the envelope has the required recipients and fields.
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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