Follow up on pending signatures with scheduled resends
Give pending signing requests a planned follow-up by having Notis find the identified document and resend its request on schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Resend Document For Signing V1
Tool to re-send a document for signing via POST /api/v1/documents/{id}/resend.
Why this helps
Following up on pending signatures can become a recurring task that slips when the week gets busy.
- Put a recurring follow-up on a schedule
- Reduce the effort of reopening a known document to resend it
- Keep reports of the run in a chosen channel
Setup
Build it in a few focused steps.
- 1Connect Documenso once in the Notis portal.
- 2Create an automation and name it for the signing follow-up.
- 3Tell Notis which document to check and to resend only when a signing follow-up is due.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Test with one real document that is appropriate for a resend.
Questions about this workflow
Will it resend every document in Documenso?
No. Your instruction should identify the document or criteria for the follow-up and when a resend is due.
Can it confirm a recipient is still pending?
The workflow should use available document information and resend only when appropriate. Check the result in a real test before using it on a schedule.
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.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
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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