Prepare signing fields when an agreement is added
New agreement records can prompt Notis to add the signing fields the document needs in Oksign.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Upload Form Descriptor
Tool to upload form descriptor defining signature fields and other field types to a document. Use when you need to add form fields, signature areas, and configure signing workflows for a document.
Why this helps
Signature setup can become a separate memory task after an agreement is added to the pipeline.
- Links agreement intake to the document preparation step.
- Reminds the workflow to apply signing fields as part of setup.
- Keeps repeatable instructions in one automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Notion and Oksign to Notis once in the portal.
- 2Create an automation in the portal or tell Notis what outcome you want.
- 3Write one prompt describing when a new agreement is ready and which Oksign form descriptor to apply.
- 4Select Notion New Page as the trigger and choose a channel for run reports.
- 5Test with one new agreement page and confirm the descriptor was uploaded to the intended document.
Questions about this workflow
Does this create the agreement document too?
This workflow uses Oksign's form descriptor action. Include the document context in your prompt, and ensure the document is available in Oksign.
Can it handle different agreement types?
Describe the relevant agreement types and the descriptor to use in the prompt, then validate the behavior on a real example.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Oksign. A trigger fires from one place; an action lands in another.
Notion triggers
Oksign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Remove Briefcase
Tool to remove a previously created briefcase from OKSign platform. Use when you need to delete a briefcase that is no longer needed. The briefcase is identified by the token received when it was created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Retrieve Briefcase Information
Tool to retrieve a previously uploaded briefcase tokeninfo for consultation. Use when you need to examine bundled document properties and signer requirements without re-creating the briefcase.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Remove Contacts
Tool to remove specified contacts from the account's contact list. Use when you need to delete one or more contacts by providing their name and email.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Retrieve Contacts
Tool to retrieve the list of contacts stored in the account. Use when you need to access all contacts with their details including name, email, mobile number, and role.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Upload Contacts
Tool to insert or update contact information in the account's contact list. Use when you need to add new contacts or update existing ones with details like name, email, phone, mobile, address, company, or identifier.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Retrieve Account Credits
Tool to retrieve account credit balance and storage information. Use when you need to check available credits or storage capacity.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Check Document Exists
Tool to check if a signed or unsigned document still exists on the OKSign platform. Use when you need to verify document availability before performing operations.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Remove Document
Tool to remove a signed or unsigned document from the OKSign platform. Use when you need to delete a document and its signed copies from storage. Note: If document is removed immediately after signing while platform processes notifications, service may return FAILED status with retry message.
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Notion and Oksign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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