Reuse agreement setup for a new customer location
When an existing customer adds a location, start from the right agreement document and keep the new location's paperwork distinct.
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
Adding a location can mean repeating document setup even when the agreement structure already exists.
- Reuses an existing agreement as a starting point.
- Creates a distinct document for the added location.
- Reduces repetitive work for customer expansion deals.
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 to duplicate the specified agreement for the new location deal.
- 4Choose a webhook trigger and send it from the customer expansion process.
- 5Choose where run reports go, then test with one real new-location deal.
Questions about this workflow
Does the action update location-specific details?
Duplication creates a copy. Provide and review any location-specific details before the document is used.
What must the source contain?
Identify a valid Documenso document that is appropriate to reuse as a starting point.
Does the workflow distribute the copy?
No. Review the duplicated document first, then use a supported distribution action if it is ready.
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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