Review agreement readiness from one scheduled search
Bring matching agreements and prospect context into a recurring review so you can make the next decision without a manual search across both apps.
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
Prospect reviews often leave agreement context behind, making it harder to choose the next action confidently.
- Find relevant documents using stated criteria.
- Add contact enrichment where a reliable prospect match exists.
- Give each review a concise summary with uncertainties called out.
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 documents matching your stated readiness review criteria and use AeroLeads to enrich reliably matched prospects in the summary.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real document and check that the report distinguishes confirmed information from missing context.
Questions about this workflow
What criteria can the search use?
State available filters such as title, status, template, folder or source, based on the action's supported search criteria.
Can the workflow determine readiness from status alone?
Only if you define the decision rule. If the required baseline or history is unavailable, supply it or have Notis report it as missing.
Does this modify agreement documents?
No. It searches documents and prepares a review summary.
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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