Make agreement follow-up easier to prepare
A periodic review can bring agreement records and prospect context together, so you can decide which conversations need attention without opening both apps one by one.
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 follow-up can stall when the signer record lacks the prospect context needed to restart a conversation.
- Gather agreement records in one scheduled review.
- Enrich prospect contact context when a matching identifier is available.
- Make follow-up decisions with less app switching.
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 find relevant Documenso documents on each run and use AeroLeads to enrich associated contacts when a usable identifier is present, summarizing records that need follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real document and confirm the report clearly marks any missing match details.
Questions about this workflow
Can Notis match every document to a prospect automatically?
Only when the available document or recipient information contains identifiers AeroLeads can use. Ask Notis to flag records without a confident match.
Does this resend or distribute documents?
No. It finds documents and prepares a review using contact enrichment. It does not send or resend agreements.
What trigger starts this workflow?
A Notis cron trigger runs it on the recurring schedule you select.
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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