Send a Documenso policy document to a new member
Start policy acknowledgment as soon as someone joins the community or team server.
Trigger
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
Policy acknowledgment gets delayed when new member events do not trigger a clear owner action.
- Start acknowledgment promptly
- Use a repeatable policy process
- Keep onboarding work visible
Setup
Build it in a few focused steps.
- 1Connect Discord and Documenso in Notis once.
- 2Create an automation for new member policy distribution.
- 3Tell Notis to distribute the prepared policy document to the new member when the event provides eligible recipient details.
- 4Pick New Member Joined as the trigger and choose a report channel.
- 5Test with one controlled new member event.
Questions about this workflow
Can this use a different policy by server?
Create separate automations with instructions for each managed server and document.
What if the member email is unavailable?
Notis should report the missing recipient detail for manual completion.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Discord to Documenso. A trigger fires from one place; an action lands in another.
Discord triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Discord Message Trigger
Polls a specific Discord channel for new messages.
Delete Template
Tool to delete a template by ID.
New Member Joined
Triggered when a new member joins a Discord server (guild) you manage.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Message Reaction Added
Triggered when a reaction (emoji) is added to a message in a monitored Discord channel.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
New Thread Created
Triggered when a new thread is created in a Discord channel within a monitored server.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Message Edited
Triggered when an existing message in a monitored Discord channel is edited.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Discord and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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