Prepare Documenso recipients from an AnyDB deal
Set up the signer list from the deal details you already maintain in AnyDB.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Recipients Bulk
Adds multiple recipients to a document in draft status.
Why this helps
Entering multiple signers one at a time can slow down a draft document and introduce avoidable mistakes.
- Add several recipients in one operation.
- Reduce repeated entry of signer details.
- Use deal information already present in AnyDB.
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 recipients listed for the identified draft document using available AnyDB signer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one draft and verify the recipient list before distribution.
Questions about this workflow
Does this send the document?
No. It adds recipients to an existing draft document. Distribution is a separate action.
What details do recipients need?
Each recipient needs the details Documenso requires, including email, name and role. Provide any details that are not available in AnyDB.
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.
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.
AnyDB and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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