Add recipients to a Documenso draft
Prepare the people on the agreement together, so recipient setup does not become a second round of admin.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Recipient details often live in the request, while the draft is elsewhere, creating an easy place for signing setup to stall.
- Adds multiple supplied recipients in one operation.
- Keeps signer setup attached to the existing draft.
- Calls out missing recipient details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Documenso once in Notis.
- 2Create an automation in Automations, New Automation, and name it for recipient setup.
- 3Tell Notis to add the recipients provided in each request to the referenced Documenso draft and report any missing names, emails, or document IDs.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real draft and a recipient list you can verify.
Questions about this workflow
What information should the request include?
Provide the existing document ID and the recipient details, including each person's email, name, and role.
Can this add recipients to a sent document?
The bulk recipient action requires a document in DRAFT status. Notis should report when the referenced document is not an eligible draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Documenso. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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