Keep agreement research moving on a schedule
Set a recurring review that brings document inventory into view and directs Agenty toward the agreement context you need to revisit.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents V2
Lists documents with optional sorting and filters.
Why this helps
Agreement research can lose momentum when documents are scattered across an inventory that nobody remembers to review.
- Create a predictable review point for agreement work.
- Use available document search results to focus follow-up research.
- Keep the automation from assuming historical details that are not present in returned data.
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.
- 3Describe that Notis should find Documenso documents and use the returned titles or status information to guide an Agenty review, reporting any missing context.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real scheduled run and confirm the returned document information supports the requested review.
Questions about this workflow
Does Agenty start this workflow?
No. A recurring Notis schedule starts it. Agenty has no listed trigger events in this package.
What information can the review rely on?
The workflow can use information returned by the document search. It should not assume unprovided history, baselines, or agreement details.
Does the workflow change Documenso documents?
No. The selected Documenso action finds documents. Any Agenty work is a research or monitoring follow-up.
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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