Keep pending agreements moving
Set a deliberate review cadence for pending agreements and let Notis redistribute the documents you identify as due.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Redistribute Document V2
Resends signing request emails for a pending document.
Why this helps
Pending agreements are easy to forget when follow-up depends on checking each document and resending it by hand.
- Create a consistent review cadence.
- Resend identified documents to pending recipients.
- Reduce repetitive follow-up work.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Documenso once in the portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe how to identify due documents and pending recipients using available data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real pending document and confirm the intended recipients.
Questions about this workflow
Which documents can be redistributed?
The action is for sent documents with pending recipients. Identify the document or recipients to redistribute.
Can ActiveTrail alone show Documenso signing status?
No such status is listed for ActiveTrail. Make sure the document status and identifiers are available to the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Documenso. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail 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.