Review checkout settings when a new agreement starts
A new customer agreement can be a good moment to verify the experience behind a related Gift Up offer. Notis can retrieve current checkout settings when your connected backend reports the agreement.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Checkout Settings
Tool to retrieve the current checkout settings. Use when you need to display or audit your checkout configuration.
Why this helps
Founders can move into a new customer engagement without checking whether the gift checkout setup still reflects the intended experience.
- Surfaces the current checkout configuration at a useful onboarding moment.
- Makes configuration review part of the agreement routine.
- Avoids assuming settings have stayed unchanged.
Setup
Build it in a few focused steps.
- 1Connect Documenso and Gift Up to Notis once through the portal.
- 2Create an automation in plain language to retrieve Gift Up checkout settings when your backend reports a new Documenso agreement.
- 3Choose an incoming webhook trigger and connect the agreement signal.
- 4Choose a report channel and test with one newly created agreement.
Questions about this workflow
Does this change checkout settings?
No. The selected action retrieves the current settings for review.
Does every agreement need a checkout review?
That depends on your process. You can send a webhook only for agreements where the review is useful.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Documenso to Gift up. A trigger fires from one place; an action lands in another.
Documenso triggers
Gift up actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Checkout Settings
Tool to retrieve the current checkout settings. Use when you need to display or audit your checkout configuration.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Connect any two apps with Notis in the middle.
Documenso and Gift up, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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