Organize deal agreements with Documenso folders
Create a consistent folder when a new group of deals needs a shared place for agreement documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Folder
Creates a folder to organize documents or templates.
Why this helps
Agreements become harder to find when a growing pipeline has no consistent document organization.
- Create folders based on pipeline organization needs.
- Reduce ad hoc folder creation during busy deal work.
- Report when a folder or parent folder detail is missing.
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 pipeline group should have a folder and provide the folder name and parent folder details when needed.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one group and confirm the folder appears in the expected location.
Questions about this workflow
Can this create nested folders?
The action supports top-level folders or folders nested within an existing folder. Provide the parent folder details when needed.
Will this create one folder for every deal?
Only if you instruct it to. Define a useful grouping rule to avoid unnecessary folders.
Can it move existing documents into the new folder?
No. This action creates a folder. Moving or organizing existing documents requires separate supported actions.
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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