Find the agreement connected to a prospect
When a prospect asks about an agreement, search Documenso using the details provided and bring the likely document into the same workflow report.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Finding the relevant agreement can pull you away from the prospect conversation and into a manual search.
- Search agreements from the context of an incoming prospect request.
- Reduce manual document hunting during follow-up.
- Return a result summary that supports a clear next action.
Setup
Build it in a few focused steps.
- 1Connect AeroLeads and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to search Documenso for the agreement related to the incoming prospect request using the identifying details provided, and summarize likely matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the search criteria identify the intended document.
Questions about this workflow
Can this guarantee a unique match?
Only if the supplied identifiers and search criteria distinguish the document. Instruct Notis to report multiple or missing matches for review.
Does finding the document change it?
No. This action retrieves matching documents; it does not update or send them.
What if the request has no document identifier?
Include searchable details such as a known title or other available criteria. If those are insufficient, the workflow should ask for a clearer match in its report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Documenso. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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