Send a ready Documenso envelope
Move a fully prepared agreement into signing from one clear send request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Distribute Envelope
Sends an envelope to recipients for signing once recipients and required signature fields are set.
Why this helps
A completed envelope can sit idle when the final send step depends on someone remembering to return to Documenso.
- Starts distribution from an explicit request.
- Keeps the send step focused on an identified envelope.
- Reports whether the distribution action succeeded.
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 ready envelope distribution.
- 3Tell Notis to distribute only the Documenso envelope identified in the request and report the outcome or any readiness issue.
- 4Choose the Notis webhook trigger and select a report destination.
- 5Test with one real envelope that has recipients and required signature fields configured.
Questions about this workflow
What needs to be ready before sending?
The envelope needs recipients with the required signature fields configured. Include the correct envelope reference in the request.
Does this action send the envelope for the first time?
Yes. This action distributes an envelope for the first time. Resending a previously sent document uses a different 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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