Keep reusable agreement options easy to find
Pair a recurring template list with Agenty research so each new case can start with a relevant, available agreement template.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Lists available document templates.
Why this helps
Teams waste time searching for the right reusable document when standard templates are not easy to review.
- Review available templates on a predictable schedule.
- Use actual template results to inform case research.
- Avoid recommending a template based on unavailable or assumed details.
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 list available Documenso templates and use the returned options to guide Agenty research for the specified case criteria.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with one real template listing and a case criteria example.
Questions about this workflow
Does this create a document from a template?
No. It lists templates and uses their returned information to guide Agenty research.
Can the workflow choose a template automatically?
It can only use information returned by Documenso and case criteria you provide. Any uncertain match should be reported for review.
What starts this workflow?
A recurring Notis schedule starts it.
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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