Find agreement documents before renewal follow-up is due
Give upcoming renewals a head start by pairing the renewal context available in Agile CRM with a search for related Documenso documents.
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
Teams lose time locating the current agreement after noticing a renewal date.
- Pairs renewal review with document lookup.
- Helps teams prepare follow-up with the relevant agreement in view.
- Reduces last-minute searching.
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.
- 3Specify the renewal window and ask Notis to find related Documenso documents using available account details.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one real upcoming renewal.
Questions about this workflow
Can Notis see renewal dates in Agile CRM?
Only if those dates are accessible through the connected app data. If dates are missing, supply them in the trigger request or source process.
Will the automation renew the agreement?
No. It finds related documents to support your review and follow-up.
What if more than one document matches?
Ask Notis to report the matching documents and relevant available details so a person can select the right agreement.
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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