Give pending deal agreements a timely follow-up
Let a recurring review identify stalled signing requests and resend them to the pending recipients you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Redistribute Document V2
Resends signing request emails for a pending document.
Why this helps
Pending signatures are easy to miss when follow-up depends on remembering to revisit each agreement.
- Bring pending signatures into a predictable review.
- Focus follow-up on documents with outstanding recipients.
- Reduce manual checking across the pipeline and signing tool.
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 match documents to active deals and which pending documents may be redistributed; specify any missing matching details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one known pending document and confirm the intended recipients before enabling routine runs.
Questions about this workflow
Will this resend every document it finds?
Your instruction should constrain redistribution to the intended pending documents and recipients. The action requires pending recipients or specific recipients selected.
Can it identify the deal automatically?
Only when available deal and document data supports matching. Provide a title, identifier, or other rule if needed.
Does redistribution change document content?
No. It redistributes a sent document to pending recipients.
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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