Add fields to a Documenso draft document
Turn field placement instructions into a prepared draft, so agreements are closer to ready for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Why this helps
Repeated field setup can make a straightforward agreement feel like a fiddly task that is easy to postpone.
- Creates multiple fields in a single operation.
- Uses the placement and recipient information supplied in the request.
- Reports missing field details or recipient references.
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 draft field setup.
- 3Tell Notis to create the specified fields on the referenced draft and report missing placements or invalid recipient references.
- 4Choose the Notis webhook trigger and select a report channel.
- 5Test with one real draft and verify the resulting fields.
Questions about this workflow
What does the request need to specify?
Include the draft document reference, field types and placement details, and valid recipient references for fields that need them.
Can this add fields after distribution?
The bulk field action is for a DRAFT document. Notis should report when the document is not in draft status.
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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