Start a new case from a confirmed agreement copy
When a new case fits an existing agreement, use Agenty's research result to identify the source and create a separate Documenso copy.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Duplicate Document V2
Creates an exact copy of an existing document.
Why this helps
Starting a similar agreement from scratch can repeat work, while an incorrect source document can create confusion.
- Create a separate copy from a confirmed source document.
- Reduce repeated setup for similar cases.
- Require a valid source ID before duplication.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Ask Notis to duplicate the confirmed Documenso source document when the Agenty result qualifies the new case, and report if the source ID is missing.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real source document and a clearly qualified case.
Questions about this workflow
What does duplication do?
It creates an exact copy of an existing document. Confirm the source document ID before using it.
Does this customize the duplicate for the new case?
The listed action duplicates the document. Changes to its properties or recipients require separate actions and confirmed details.
Does a duplicated document get sent for signing?
No. Duplication creates a copy; distribution is separate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Documenso. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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