Search Documenso documents from a request
Ask Notis to look up matching Documenso documents when an HTTP request brings a search need from another process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Why this helps
Finding a document can interrupt a task when the request and the signing system are in different places.
- Start a document lookup from an HTTP request
- Search using criteria supplied with the request
- Review results from the automation report
Setup
Build it in a few focused steps.
- 1Connect Documenso once in the Notis portal.
- 2Create an automation and name it for document lookup requests.
- 3Tell Notis to find Documenso documents matching the search criteria supplied with the request and return the results.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Test with one real request and verify the matching documents.
Questions about this workflow
Can the workflow update the matching documents?
No. This workflow finds documents and returns results. Choose a separate action when an update is needed.
What should the request contain?
Include search criteria supported by the returned Documenso document data. Check the result with a real request.
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
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