Retrieve signed agreements when deals complete
Make signed agreement retrieval part of your deal wrap-up rhythm, with Notis reporting what it finds and downloads.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Signed Document
Downloads a completed, signed document as a PDF.
Why this helps
Signed paperwork can be left behind after a deal closes because the final document lives in a separate system.
- Reduce manual searching for signed PDFs after a deal closes.
- Tie agreement retrieval to a regular deal completion review.
- See which documents were found and which need attention.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis which completed deals to check and how to identify their signed documents; supply matching details that are missing.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one completed deal and verify the downloaded signed document.
Questions about this workflow
Will this find the signed document automatically?
It can use the available search and deal details. Provide a matching identifier or rule if the relationship is not explicit.
Does the download action create an archive location?
No. It downloads the signed PDF. Specify the desired follow-up or destination through your available workflow setup.
Can it download documents before signing is complete?
The action is for finalized signed documents. Confirm the document is complete before retrieval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Documenso. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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