Prepare a reviewed document for signing
After review is complete, add the signature field details needed to prepare the draft for its next step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Document Field
Adds one field to a document in draft status.
Why this helps
A reviewed agreement can still sit idle while someone remembers to add its signature field.
- Turn a review-complete request into a concrete document setup step.
- Reduce manual follow-up after document review.
- Use field placement details supplied with the request or document context.
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 specified signature field to the identified DRAFT document after review approval.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test on one draft document and verify the field placement.
Questions about this workflow
Can fields be added after a document is sent?
The document must be in DRAFT status to add fields.
Where does Notis get the field position?
The webhook request, AnyDB record or instruction must provide enough placement information for the field. Notis cannot infer missing page coordinates.
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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