Focus recurring monitoring on relevant agreements
Use a scheduled search to identify the agreements that matter, then direct Agenty to monitor the related sources your team specifies.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents
Finds documents by search criteria and returns paginated results.
Why this helps
Monitoring can drift away from active agreements when teams have to remember which documents deserve another look.
- Start monitoring reviews from a current document search.
- Keep target sources explicit and supplied by the user.
- Avoid treating a search result as proof of external changes.
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 search Documenso documents using supplied criteria and use the results to guide Agenty monitoring of specified related sources.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real search and monitoring run, confirming the criteria and source URLs are available.
Questions about this workflow
What starts the workflow?
A recurring Notis schedule starts it. The trigger is not a Documenso or Agenty integration event.
Where do monitoring URLs come from?
They must be present in the provided context or supplied by the user. This workflow does not assume the documents expose public source URLs.
Does the search update any document?
No. It finds documents to focus a monitoring pass; the selected action does not modify them.
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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