Follow up by redistributing a pending agreement
When a follow-up request identifies a pending document, have Notis redistribute it and report the result.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Redistribute Document V2
Resends signing request emails for a pending document.
Why this helps
A pending agreement may need another send, but locating and resending it can get lost among other client follow-ups.
- Connect a supplied client follow-up request to the resend step.
- Save time locating a pending document for redistribution.
- Get a run report with the action outcome.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for pending agreement follow-up.
- 3Tell Notis to redistribute only the specified Documenso document when the request confirms pending recipients and a follow-up is intended.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real pending agreement and verify the target document.
Questions about this workflow
Does this resend to every recipient?
The listed action redistributes a document to its pending recipients. The request should identify the document and confirm the follow-up is intended.
Can this find a document if its ID is unknown?
Use a document search first to identify the matching document, then supply it in the redistribution request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Documenso. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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