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Notis

Send a prepared Documenso document for signing

Make the final handoff when the AnyDB request confirms the document is ready to go.

Trigger

Webhook received

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

Action

Distribute Document V2

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

Why this helps

A fully prepared agreement may remain unsent because the final distribution step gets lost among other work.

  • Turn a clear ready signal into the distribution step.
  • Reduce manual checking for documents awaiting dispatch.
  • Keep the send decision tied to a specific request.

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 distribute the identified document only when the request confirms it is fully prepared and ready for signing.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real ready document and confirm the intended recipients.

Questions about this workflow

What should be ready before distribution?

The document should have its intended recipients and required signature fields configured. The webhook request should clearly indicate that it is ready to send.

Can this send only to selected pending recipients?

The distribution action supports sending to all or specific pending recipients. The request must make the intended recipients clear.

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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