Revive stalled deal agreements with a resend
Let your pipeline review flag agreements still waiting on signatures, then resend the request to the intended recipient.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Resend Document For Signing V1
Why this helps
A deal can stall because a signing request is overlooked after it has already been sent once.
- Make pending signature follow-up part of pipeline maintenance.
- Reduce repeated manual checking for stalled agreements.
- Keep the resend limited to documents that meet your criteria.
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 deals count as stalled and how to identify their sent documents; supply the matching information if needed.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with a known pending document and verify the request is appropriate to resend.
Questions about this workflow
How is a stalled deal determined?
Define that rule in your instruction using information available from Affinity, such as a stage or date. Supply any baseline that is not available.
How is this different from redistribution?
This action resends a document for signing through the v1 resend endpoint. Use redistribution when you need to target pending recipients or use its specific distribution behavior.
Will it resend completed agreements?
Your instruction should limit this to sent documents that still need signatures, and the result should be checked in the run report.
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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