Find documents connected to certificate context
Let a scheduled search surface relevant agreement records so they are easier to review in one pass.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents
Finds documents by search criteria and returns paginated results.
Why this helps
Finding a credential-related agreement later can require remembering its title or repeating searches by hand.
- Surface relevant documents on a recurring schedule.
- Use available certificate context to guide the search.
- Get matches and returned details in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Documenso once in the Notis portal.
- 2Create an automation in Automations, or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to search Documenso using available certificate context and summarize matching results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real certificate example and verify the returned matches.
Questions about this workflow
Does this guarantee a match for every certificate?
No. Results depend on the search criteria and the documents available in Documenso.
Can Notis search based on data it cannot access?
No. Supply missing certificate details in the instruction or ensure they are available through the connected app.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Documenso. A trigger fires from one place; an action lands in another.
Accredible certificates 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
Creates a token for embedded document and template editing sessions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document Beta
Creates a document and returns a temporary upload link for its PDF.
Delete Document Fields
Deletes one or more fields from a document.
Create Document Field
Adds one field to a document in draft status.
Delete Template
Permanently deletes a template; this action cannot be undone.
Create Document Fields (Bulk)
Adds multiple fields to a draft document; each must reference a valid recipient.
Distribute Document V2
Sends a draft document to recipients for signing for the first time.
Create Document Recipient
Adds a recipient, such as a signer, viewer, or approver, to a document.
Connect any two apps with Notis in the middle.
Accredible certificates and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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