See agreement status during your Affinity pipeline review
Bring deal context and document status into one scheduled review so pending signatures are easier to notice.
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
When deal updates and signature status live in separate places, pending agreements can disappear from routine follow-up.
- Spot documents that may need a follow-up during a pipeline review.
- Reduce context switching between deals and signing status.
- Get a concise report of found documents and their statuses.
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 how to find relevant Documenso documents and relate them to Affinity deals; specify matching details if they are not available from the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a real deal and document, then confirm the report is useful.
Questions about this workflow
Can this identify every document related to a deal automatically?
Only when the available document and deal information supports a reliable match. Provide a title, identifier, or matching rule if needed.
Does this resend pending documents?
No. This workflow finds and reports documents. Resending would require a separate Documenso action and an explicit instruction.
Can I choose the review cadence?
Yes. Choose the recurring schedule when setting up the Notis cron trigger.
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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