Turn a prospect queue into agreement starts
Use a recurring review to move agreement-ready prospects into Documenso, while keeping records with missing details visible for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope
Creates an envelope that can include files, recipients, and signing settings.
Why this helps
Prospects can be ready for an agreement but remain buried in a queue until someone remembers to start the paperwork.
- Batch agreement starts into a predictable routine.
- Create envelopes only when the stated criteria and details are present.
- Surface incomplete prospect records for a human decision.
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 review the prospect information available at each run and create Documenso envelopes only for records meeting your agreement criteria, reporting incomplete records separately.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real prospect record and verify the criteria and report.
Questions about this workflow
Where does the scheduled run get its prospect queue?
The instruction must identify the AeroLeads data available to Notis or the request context that supplies it. The workflow cannot assume an unspecified queue or baseline.
Will each run create duplicate envelopes?
Tell Notis how to identify prospects that already have an envelope, using available records. If no reliable identifier is present, the report should flag that limitation.
Does envelope creation send it for signing?
No. Creation prepares the envelope. Distribution requires recipient and signature field configuration.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.