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Notis

Distribute a prepared Documenso document from Jira

When a new issue marks the moment to send, have Notis distribute the related prepared document to its pending signers.

Trigger

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

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

Prepared agreements can sit unsent while teams switch between Jira and Documenso to remember the next step.

  • Make a new Jira issue the cue for sending an already prepared agreement.
  • Send to pending recipients in Documenso.
  • Reduce manual checks for agreements waiting to go out.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3In one instruction, explain how to find the prepared Documenso document and when it is ready to distribute to pending recipients.
  • 4Pick the Jira New Issue trigger and choose where run reports go.
  • 5Test with one real issue and a prepared document that has pending recipients.

Questions about this workflow

Does this create the Documenso document too?

No. The selected action distributes a document that already exists. Use a separate workflow with a supported document creation action if the document must first be created from a template.

Who receives the document?

Documenso distributes it to all or selected pending recipients, depending on the instruction and available document details. Confirm that the document has the intended pending recipients before relying on the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Documenso. A trigger fires from one place; an action lands in another.

Jira triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

Delete Template

Tool to delete a template by ID.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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