Get the template details behind an agreement request
Bring the selected template's details into the preparation step for a requested agreement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Why this helps
Preparing a repeat agreement can involve extra searching just to confirm which template a request refers to.
- Retrieve details for the template identified by a request.
- Reduce manual template lookup.
- Give the next preparation step more 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 retrieve the details for the specific Documenso template identified in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template ID and confirm it matches the request.
Questions about this workflow
Does this create a document from the template?
No. It fetches a template by ID. Use the template-use action to create a document from a template.
What does the request need to include?
It must identify a valid Documenso template ID or provide enough connected context for Notis to identify the template.
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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