Find the agreements connected to your pipeline
Search for deal-related documents as part of a regular pipeline review and get the results in your run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents
Finds documents by search criteria and returns paginated results.
Why this helps
Looking up each agreement separately interrupts pipeline work and makes it easier to miss a relevant document.
- Search for agreements using criteria relevant to your pipeline.
- Reduce manual navigation between deal and document records.
- Summarize matches and identify records that need a closer look.
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 deals and document criteria to search; supply identifiers or matching rules not available from the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a few known deals and confirm the search results.
Questions about this workflow
Which criteria can the search use?
The action supports searching by title, status, template, folder, or source, with pagination. Specify criteria grounded in the available data.
Does this create or change documents?
No. It finds documents and returns matching results.
Can it associate results with deals?
Notis can relate returned data when identifiers or matching details are available. Provide a clear matching rule if the relationship is not explicit.
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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