See which prospect agreements need attention
A regular inventory gives you one clear view of document records and relevant prospect context, so follow-up decisions do not depend on memory.
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
It is hard to know which prospect agreements need attention when document status and contact context live in separate places.
- Review document records in one recurring summary.
- Add prospect context when a usable match exists.
- Identify records needing a follow-up 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 find Documenso documents, enrich confidently matched contacts with AeroLeads, and summarize which records may need a follow-up decision.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real document and verify the summary distinguishes matched and unmatched records.
Questions about this workflow
Will this include every prospect agreement?
It can report the documents available through the find action and enrich contacts where matching identifiers are available. State any scope or status criteria in your instruction.
Does it update document status?
No. It finds documents and creates a review summary; it does not change their status.
Can it decide whether to follow up?
It can summarize available evidence against criteria you provide. It should flag missing information rather than assume a baseline.
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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