Send a Documenso signature request from a new deal
Keep momentum after deal creation by sending the prepared agreement at once.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 contracts sit unsent because sending them requires another manual handoff.
- Remove a manual sending step
- Start customer review sooner
- Keep the deal workflow connected to signing
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Documenso once in Notis.
- 2Create an automation for sending prepared agreements.
- 3Tell Notis which existing Documenso document to distribute for each qualifying new deal.
- 4Pick the New Deal Received trigger and select a report channel.
- 5Test with one real deal and confirm the recipients before relying on it.
Questions about this workflow
Does this create the document first?
No. It distributes an existing Documenso document. Use the template workflow if creation is needed.
Can I limit sending to certain deals?
Describe the qualification rule in the automation prompt and have Notis report deals that do not qualify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Documenso. A trigger fires from one place; an action lands in another.
Pipedrive 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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Template
Tool to delete a template by ID.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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