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Notis

Start a Documenso document from a PDF request

Give a ready PDF a clear path into Documenso, without rebuilding the request by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

Why this helps

A PDF and its instructions can arrive separately, leaving you to reconstruct the context before setting up a document.

  • Creates a document draft from a supplied PDF request.
  • Keeps document creation separate from recipient setup and distribution.
  • Surfaces requests that lack a usable PDF or document details.

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 PDF intake.
  • 3Tell Notis to create a Documenso document from each request that includes a PDF and supplied document details, and report requests that are incomplete.
  • 4Choose the Notis webhook trigger and select a report channel.
  • 5Test with one real PDF request and review the resulting draft.

Questions about this workflow

Does this action upload the PDF automatically?

The action creates a document using a beta endpoint and returns an upload URL. The PDF must then be uploaded to that URL using a PUT request.

Will recipients be added or notified?

No. This workflow creates the document. Recipient setup and sending require separate actions.

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.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Creates a token for embedded document and template editing sessions.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document Beta

Creates a document and returns a temporary upload link for its PDF.

ActionInstant

Delete Document Fields

Deletes one or more fields from a document.

ActionInstant

Create Document Field

Adds one field to a document in draft status.

ActionInstant

Delete Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Create Document Fields (Bulk)

Adds multiple fields to a draft document; each must reference a valid recipient.

ActionInstant

Distribute Document V2

Sends a draft document to recipients for signing for the first time.

ActionInstant

Create Document Recipient

Adds a recipient, such as a signer, viewer, or approver, to a document.

ActionInstant

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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