Check gift activity when an agreement reaches completion
If an agreement is tied to a customer reward or partner gift, its completion can be a useful review cue. Notis can retrieve Gift Up report transactions after a Documenso completion signal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Report Transactions
Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.
Why this helps
Checking whether gift-related activity happened means remembering to visit a second system after finishing the agreement.
- Puts relevant transaction data near the agreement completion cue.
- Cuts down on repeated manual visits to the Gift Up dashboard.
- Supports review without presuming a transaction should exist.
Setup
Build it in a few focused steps.
- 1Connect Documenso and Gift Up to Notis once through the portal.
- 2Create an automation with a plain-language instruction to retrieve Gift Up report transactions when your backend reports a Documenso agreement completion.
- 3Choose an incoming webhook trigger and connect it to the Documenso event source.
- 4Select a run-report channel and test with one completed agreement.
Questions about this workflow
Will this create or refund a Gift Up transaction?
No. The selected action retrieves report transactions; it does not create or modify transactions.
Can the report be filtered?
The Gift Up action supports optional filters. Describe the review needed in the automation prompt and verify the report returned by your account.
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.
Get Company Details
Tool to retrieve company details. Use when you need to fetch the current company associated with the API key.
List Gift Cards
Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.
List Item Groups
Tool to list item groups. Use when you need to retrieve all item groups for filtering items by group.
List Items
Tool to list items. Use when you need to retrieve all items available for sale, optional filter by groupId.
List Locations
Tool to list all locations. Use when you need to retrieve all locations associated with the account.
List Report Transactions
Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.
List GiftUp Users
Tool to list all users. Use when you need to retrieve all users who have access to your Gift Up! account.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Gift up.