Follow up on pending agreements that need a resend
Bring a pending signature request back to the recipient when a clear review signal says it needs follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resend Document For Signing V1
Why this helps
Pending agreements are easy to forget when reminders depend on someone checking status and taking another action.
- Reduce manual follow-up steps for pending agreements.
- Tie a resend to a specific review signal.
- Avoid resending when the request is not pending.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the resend workflow.
- 3Tell Notis to resend only the identified pending document when the review criteria indicate follow-up is needed.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real pending agreement and verify the selected recipient.
Questions about this workflow
Does this action send a new agreement?
No. It resends an existing document for signing. The document should have pending recipients or a specified recipient.
Can it decide when someone needs a reminder?
Provide the reminder criteria or review signal. If the available data does not establish that a follow-up is due, have Notis flag it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Documenso. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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