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Notis

Add request signers to a Documenso envelope

Turn a request's signer list into an envelope recipient setup in one pass.

Trigger

Webhook received

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

Action

Create Envelope Recipients Bulk

Adds multiple recipients to an existing envelope.

Why this helps

A multi-person signing request can stall while someone adds each participant to the envelope manually.

  • Add several envelope recipients in a single operation.
  • Use the request's available names, emails and roles.
  • Reduce setup time before the envelope is distributed.

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 all listed participants to the identified envelope using the available recipient details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one envelope and confirm the participants before sending.

Questions about this workflow

Can this add signers to a document instead of an envelope?

This action adds recipients to an envelope. Use the document recipient action for a Documenso document.

Does the envelope need to exist already?

Yes. The action adds recipients to an existing envelope, so the request must identify that envelope.

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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