Retrieve finalized agreements when you need them
Set a recurring document retrieval task for a finalized agreement your team needs to archive or review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Signed Document
Downloads a completed, signed document as a PDF.
Why this helps
Finding and downloading completed agreements can become another small task that gets forgotten.
- Retrieve a finalized PDF on a chosen schedule.
- Keep a recurring archive or review task from slipping.
- Use a known document ID from your process.
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 finalized document to retrieve and where its ID comes from.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real signed document and confirm it is finalized.
Questions about this workflow
Can ActiveTrail provide the Documenso document ID?
Only if that identifier is included in the ActiveTrail data or supplied to the workflow. Otherwise provide it through your process.
Can this retrieve an unsigned document?
This action downloads the signed document file after signing.
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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