Prepare recipients for a Documenso envelope
Bring every intended signer and reviewer into the envelope setup in one pass.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Envelope Recipients Bulk
Adds multiple recipients to an existing envelope.
Why this helps
Adding several people one by one adds friction and makes it easier to overlook someone in a multi-party agreement.
- Adds several recipients to an existing envelope in one operation.
- Supports supplied signer, approver, viewer, assistant, or CC roles.
- Makes incomplete recipient requests easier to catch.
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 envelope preparation.
- 3Tell Notis to add the provided recipients to the referenced Documenso envelope and flag missing names, emails, or roles.
- 4Choose the Notis webhook trigger and choose a run report destination.
- 5Test with one real envelope and confirm its recipient list.
Questions about this workflow
What must be in the request?
Include the envelope reference and each recipient's email, name, and role.
Does adding recipients distribute the envelope?
No. Adding recipients prepares the envelope. Distribution is a separate action.
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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