Keep agreement ownership aligned with deal ownership
When deal ownership changes, use a scheduled review to route the document to the team that should manage it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Move Document V2
Moves a document to a team.
Why this helps
A deal can move teams while its agreement remains in a personal or different team workspace.
- Align document location with current deal ownership.
- Reduce manual document transfer after team changes.
- Report documents that need a clearer owner or team identifier.
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 identify ownership changes and the destination team; provide the team identifier if it is not available from the apps.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one eligible document and verify its destination team.
Questions about this workflow
Can this move documents between personal and team accounts?
Yes. The action moves a document to a team. Confirm the document and destination team before the move.
Will Notis infer the destination from an Affinity owner?
Only if the ownership mapping is available and clear. Provide the rule or team identifier when it is missing.
Does moving a document change the signing workflow?
The action transfers the document to a team. Check the resulting document state and access after the move.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.