Start an agreement from an email without rebuilding it
Turn a clear request in your inbox into a Documenso draft based on a template you already trust.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Use Template (v2-beta)
Tool to create a document from a template. Use when you need to instantiate a template with recipients and optional prefills.
Why this helps
Agreement requests arrive in email, then details have to be copied into a signing workflow by hand.
- Reduce retyping between email and agreement setup.
- Reuse approved templates for repeat requests.
- Keep unclear or incomplete requests from being guessed.
Setup
Build it in a few focused steps.
- 1Connect Gmail and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, tell Notis which requests qualify and how to use a matching Documenso template; ask it to leave uncertain details for review.
- 4Pick New Gmail Message Received as the trigger and choose where run reports go.
- 5Test with one real request email and review the created document.
Questions about this workflow
Will Notis invent details missing from the email?
The instruction can tell Notis to use only details stated clearly and flag missing information for review.
Does this send the agreement automatically?
This workflow uses the Use Template action to create a document from a template. It does not distribute the document for signing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Documenso. A trigger fires from one place; an action lands in another.
Gmail 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
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Delete Template
Tool to delete a template by ID.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
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.
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.
Gmail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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