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Notis

Create Documenso documents from intake webhooks

Let approved intake events start a consistent signing package automatically.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

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

Approved requests wait in queues while someone manually recreates them in the signing tool.

  • Connects intake approval to execution
  • Uses repeatable templates
  • Reduces queue delays

Setup

Build it in a few focused steps.

  • 1Connect the intake source and Documenso once in Notis.
  • 2Create an automation named Approved intake to Documenso.
  • 3Tell Notis to create the named template document only when the webhook payload includes approval and signer details.
  • 4Pick the notis_webhook trigger.
  • 5Choose a report channel and test with one real webhook payload.

Questions about this workflow

What must the webhook include?

Provide the template reference, approval signal, and enough signer information for the document.

Can it reject incomplete payloads?

Yes. Instruct Notis to report missing fields and skip creation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Documenso. A trigger fires from one place; an action lands in another.

Timelinesai 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

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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