Create a client agreement from a Notion brief
Turn a new client record into a Documenso document based on your agreement template, ready for review and signing.
Connect Notion to Documenso
When something happens in Notion, Notis takes the next step in Documenso. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Fires when a new comment is created in the accessible workspace.
Do this · Action
Creates a token for embedded document and template editing sessions.
Examples
Ways Notis can move work from Notion to Documenso
Prepare a signature document when a proposal is approved
When a Notion proposal changes to approved, ask Notis to create the matching Documenso signing document from a template.
Prepare a scope update for an approved change request
Use a Notion change request moving to approved to create a Documenso document for the agreed scope adjustment.
Prepare contractor paperwork from a new Notion record
Start a Documenso onboarding document from a template when a contractor is added to your Notion tracker.
Prepare a vendor confidentiality agreement
Create a Documenso confidentiality document from a template when a new vendor is added to Notion.
Prepare renewal documents when a renewal is approved
Start a renewal document from a Documenso template when a Notion renewal record is marked approved.
Prepare an acknowledgment when a policy is finalized
When a Notion policy page body is finalized, create the matching Documenso acknowledgment document from a template.
Prepare a statement of work when project details are finalized
Use finalized project details in Notion to start a statement of work from a Documenso template.
Prepare a speaker release for a new event speaker
Create a Documenso release document from a template when a speaker is added beneath your Notion event page.
Supported Triggers and Actions
Notis builds workflows that link Notion to Documenso. A trigger fires from one place; an action lands in another.
Notion 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
Creates a token for embedded document and template editing sessions.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
ActionInstant
Comment Created
Fires when a new comment is created in the accessible workspace.
TriggerInstant
Delete Document Fields
Deletes fields from a document; a batch can partially succeed.
ActionInstant
Database Created
Fires when a new database container is created.
TriggerInstant
Create Document Field
Adds one field to a document in draft status.
ActionInstant
Data Source Created
Fires when a new data source is created in the workspace.
TriggerInstant
Delete Template
Permanently deletes a template.
ActionInstant
Data Source Schema Updated
Fires when a data source’s columns are added, removed, or renamed.
TriggerInstant
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
ActionInstant
Page Content Updated
Fires when the body content of an accessible page is updated.
TriggerInstant
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
ActionInstant
Page Created
Fires when a new page is created in the accessible workspace.
TriggerInstant
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Notion and Documenso
Connect any two apps with Notis in the middle.
Notion and Documenso, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Documenso.