Send an approved agreement to its pending signers
A clear approval email can trigger the next step: distribute the identified Documenso document to its pending recipients.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Why this helps
Approved agreements can sit in an inbox while someone remembers to open Documenso and send them.
- Reduce delays between approval and sending
- Use an email as the signal that a document is ready
- Distribute to pending recipients on the identified document
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Documenso once in the Notis portal.
- 2Create an automation and name it for approved agreement emails.
- 3Tell Notis to identify the approved Documenso document from the email and distribute it to its pending recipients only when approval is explicit.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real approval email and verify the document and recipients before relying on the workflow.
Questions about this workflow
How does Notis identify the document?
The email or your instruction must provide enough information to identify the Documenso document. Test that identification with a real approval email.
Will it send to people who have already signed?
The action distributes to pending recipients. The instruction should avoid sending unless the email clearly confirms approval.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Documenso. A trigger fires from one place; an action lands in another.
Agent mail triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Trigger for new emails in an AgentMail inbox
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Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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Connect any two apps with Notis in the middle.
Agent mail and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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