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Keep gift card follow-through close to the signed agreement

A signed agreement can create a small follow-up task that is easy to lose. Have Notis surface the current Gift Up gift card list when your Documenso-connected backend reports a completed signature.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

List Gift Cards

Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.

Why this helps

The signature is complete, but a promised gift card can slip off the founder's mental checklist.

  • Brings gift card information into the signature follow-up moment.
  • Reduces the need to switch tools to check current cards.
  • Keeps the review step visible without claiming to send a card.

Setup

Build it in a few focused steps.

  • 1Connect Documenso and Gift Up to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally, and describe checking Gift Up cards when your backend reports a signed Documenso agreement.
  • 3Choose an incoming webhook trigger and provide its endpoint to the Documenso-connected backend.
  • 4Choose a channel for run reports, then test with one real completed agreement.

Questions about this workflow

Does this automation send a gift card?

No. The selected Gift Up action lists gift cards for review. It does not send or issue one.

How does Notis learn that an agreement was signed?

A Documenso-connected tool or custom backend must send an HTTP request to the Notis webhook when the signature completes.

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.

TriggerScheduled

Get Checkout Settings

Tool to retrieve the current checkout settings. Use when you need to display or audit your checkout configuration.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Company Details

Tool to retrieve company details. Use when you need to fetch the current company associated with the API key.

ActionInstant

List Gift Cards

Tool to list gift cards. Use when you need to retrieve gift cards with optional filters.

ActionInstant

List Item Groups

Tool to list item groups. Use when you need to retrieve all item groups for filtering items by group.

ActionInstant

List Items

Tool to list items. Use when you need to retrieve all items available for sale, optional filter by groupId.

ActionInstant

List Locations

Tool to list all locations. Use when you need to retrieve all locations associated with the account.

ActionInstant

List Report Transactions

Tool to list report transactions with optional filters. Use after setting desired filters to retrieve transactions report.

ActionInstant

List GiftUp Users

Tool to list all users. Use when you need to retrieve all users who have access to your Gift Up! account.

ActionInstant

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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No card. Works with personal or business Gift up.