Retrieve the signed PDF from a completion email
When the signing completion notice reaches your inbox, have Notis retrieve the finalized PDF from Documenso.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Why this helps
A completed agreement is easy to leave in Documenso when the email notification arrives amid other work.
- Connect the completion email to the finalized file retrieval
- Reduce the chance of forgetting to download a signed document
- Keep a run report of the retrieval
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 signed agreement retrieval.
- 3Tell Notis to download the signed PDF only when an email confirms completion and identifies the matching Documenso document.
- 4Pick Agent mail's New Email Received trigger and choose where run reports go.
- 5Test with one real completion email and verify the downloaded document.
Questions about this workflow
Can it retrieve a document from an email that only says signing started?
The instruction should require confirmation that signing is complete and a clear way to identify the Documenso document.
What does the action return?
It downloads the signed document file. Configure the automation's report channel to make the run outcome easy to review.
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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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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