Bring agreement documents back into view
Get a regular view of agreements matching the criteria you care about, without remembering to search manually.
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
Documents that need review can disappear from attention when you have to remember to check the signing workspace.
- Search documents on a recurring schedule.
- Use supplied search criteria rather than relying on memory.
- Bring matching documents into a run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis which agreement criteria to search and how to summarize matches.
- 4Choose a recurring schedule and select where run reports go.
- 5Test with one real search and check the results.
Questions about this workflow
Can the search infer which agreements are overdue?
Only if the relevant status or date information is available in the search results and the criteria are supplied.
Does this update or send documents?
No. This workflow searches for matching documents and reports the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Documenso. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.