Turn browser intake into a Documenso envelope
Capture intake in the browser, then prepare the envelope in Documenso with the information already gathered.
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
Re-entering intake information into a signing flow creates friction and can delay getting an agreement ready.
- Reduce repeated entry of intake details
- Create an envelope from the available documents and recipient information
- Keep intake and agreement preparation connected
Setup
Build it in a few focused steps.
- 1Connect Airtop and Documenso once in the Notis portal.
- 2Create a Notis automation and describe the envelope to prepare from intake.
- 3Choose the Notis webhook trigger used by the Airtop intake workflow.
- 4Choose where Notis should send run reports.
- 5Test with one real intake and review the resulting envelope.
Questions about this workflow
Can the envelope include uploaded files?
The Documenso envelope action supports optional file uploads. The automation can use files available from the intake run.
Will the recipients receive a signing request immediately?
This workflow creates the envelope. Distribution is a separate action, which lets you review the envelope before sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Documenso. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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