Create a separate agreement copy for a related deal
When a new deal needs a version of an existing agreement, have Notis duplicate the specified Documenso document from the webhook context.
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 adds avoidable setup and creates room for missed details.
- Reduces repeated document setup for related deals.
- Keeps a source document available for reuse.
- Creates a separate document record for the new deal.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Documenso once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language from any channel.
- 3Ask Notis in one instruction to duplicate the specified source document for the deal signal.
- 4Pick a webhook trigger and send it from the process that identifies the related deal.
- 5Choose where run reports go, then test with one real deal and an approved source document.
Questions about this workflow
Does the workflow choose the correct source document automatically?
Provide a valid source document identifier or enough accessible context to identify it. The action requires a valid source document.
Does duplication send the document for signing?
No. It creates a copy. Review the copy and distribute it through an appropriate supported action if needed.
Can this be used for an exact copy?
The listed action duplicates a document. Confirm that the source document and its settings are appropriate for the new deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Documenso. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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