Start contact onboarding with an NDA
A new contact can begin the right paperwork immediately.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
New relationship setup depends on remembering a separate NDA step.
- Standardize onboarding
- Protect early conversations
- Reduce admin delay
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documenso in Notis.
- 2Create an automation describing which new contacts need an NDA template.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one new contact.
Questions about this workflow
Can it exclude existing customers?
Describe the contact cues that indicate a new prospect or partner.
Does it send the NDA?
This workflow creates the document; distribute it with a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Documenso. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Template
Tool to delete a template by ID.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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