Get renewal agreements ready in time
Give renewals a regular paperwork checkpoint so the next agreement is ready before it becomes urgent.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Renewal preparation can slip when dates and contact details live in a campaign list but agreements start elsewhere.
- Review renewal contacts at a predictable interval.
- Prepare envelopes for contacts meeting your stated rules.
- Keep contact and renewal context close to the agreement.
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.
- 3Tell Notis which renewal contacts qualify and what agreement details to use.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real renewal contact and verify the resulting envelope.
Questions about this workflow
Where do renewal dates come from?
They must be present in the ActiveTrail data available to Notis or supplied in your instruction.
Will every contact receive an envelope?
Describe eligibility rules so Notis only prepares agreements for the intended contacts.
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
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