See partner agreement documents together in a weekly review
Use a weekly search to bring Documenso document records into your partner follow-up routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Agreement status checks can become a separate task that slips behind partner and commission work.
- Create a recurring checkpoint for partner agreements.
- Make document records easier to review alongside partner context.
- Spot records that may need follow-up.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Documenso in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to search Documenso for partner agreement documents and summarize them using the Adtraction context you provide.
- 4Choose a weekly schedule and select where run reports should go.
- 5Test with one real agreement review and confirm the search scope is appropriate.
Questions about this workflow
Can it determine every partner's current Adtraction status automatically?
Only if the relevant partner status data is available to the workflow. Provide the needed context or request a document-only inventory.
Does this update or resend documents?
No. It finds documents for review; it does not change or distribute them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Documenso. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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