Give agreement-ready referrals a clear next step
A scheduled pass can turn complete referral opportunities into Documenso envelopes while leaving uncertain cases for your review.
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
Referral opportunities can age while you wait for time to manually start an agreement workflow.
- Process referrals in a predictable batch.
- Start envelopes only for records meeting stated criteria.
- Keep incomplete referrals visible for follow-up.
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 available referral prospect information and create an envelope for each opportunity that meets your agreement readiness criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real referral and inspect the report for complete and incomplete cases.
Questions about this workflow
What does agreement readiness mean here?
Define the criteria in your instruction or provide a readiness signal in the available request data. Notis should not invent that decision.
Will this send the envelope?
No. It creates the envelope. Recipients, required fields and distribution must be handled as appropriate for the agreement.
Where does the scheduled run get the referral details?
Specify the AeroLeads data available to Notis or the context supplied to the run. The schedule alone does not define a data source.
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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