Start a Documenso signature request from a Jira issue
A new Jira issue can kick off the paperwork. Tell Notis which template to use and what signing details to include.
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
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
When a project issue signals that an agreement is needed, starting the document separately creates extra context switching and delays.
- Start the agreement process from the Jira issue that prompted it.
- Reuse a Documenso template rather than rebuilding a document.
- Reduce manual handoffs between project tracking and signing.
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 name.
- 3In one instruction, describe which Documenso template to use and how to identify the recipient and any prefills from the issue.
- 4Pick the Jira New Issue trigger and choose where run reports go.
- 5Test with one real Jira issue and confirm the document and recipient details before sending for signing.
Questions about this workflow
Does this send the document for signing automatically?
This workflow creates a document from a Documenso template. Tell Notis whether to distribute it for signing as part of the outcome only if the connected actions support that request; the listed action here is Use Template.
Can it use issue fields to fill the template?
Describe the details Notis should use in your instruction. The Jira issue must contain the needed information, and the Documenso template must support the prefills.
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.
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.
New Issue
Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.
Delete Template
Tool to delete a template by ID.
New Project
Triggered when a new project is added in Jira
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
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.
Jira and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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