Spot agreements that need a follow-up
Let a recurring Notis review find relevant Documenso documents and direct Agenty to gather context for the ones that may need attention.
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
Pending agreements are easy to lose among other work when nobody has a lightweight, recurring way to spot them.
- Create a recurring view of documents matching clear search criteria.
- Use Agenty for external context gathering after a document is found.
- Avoid inferring why a document is pending when that context is not returned.
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 for the specified Documenso documents and use returned details to guide Agenty follow-up research, calling out unknowns.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test one run with real search criteria and confirm the results support the intended follow-up.
Questions about this workflow
Can this identify why a document is still pending?
Only if that explanation is provided in returned data or found through the requested Agenty research. The workflow should label unknown causes as unknown.
Does this resend a document?
No. This workflow searches and researches. Resending would require a separate action and a clear decision to do so.
Can the schedule trigger on a specific Documenso status event?
No. This package uses a recurring Notis schedule because no source app trigger events were listed.
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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