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Notis

Prepare Documenso draft fields from an AnyDB request

Set up the requested signature and input fields in a single pass after the draft is approved.

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

Adding many fields manually makes a straightforward signing setup repetitive and easy to leave unfinished.

  • Create multiple fields in one operation.
  • Prepare drafts from field requirements captured in AnyDB.
  • Reduce repetitive document setup.

Setup

Build it in a few focused steps.

  • 1Connect AnyDB and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3Ask Notis to add the requested fields in bulk to the identified DRAFT document, using valid recipient IDs and supplied placement details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one draft and confirm the fields appear as expected.

Questions about this workflow

What must be true before fields can be added?

The document must be in DRAFT status, and each field must reference a valid recipient ID.

Can Notis determine field locations from an AnyDB checklist?

Only if the checklist or instruction includes sufficient location details. Missing placement information must be supplied.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AnyDB to Documenso. A trigger fires from one place; an action lands in another.

AnyDB 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.

AnyDB and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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