Keep open deals moving with agreement document lookup
Give follow-up conversations better context by finding the Documenso documents associated with open deals during a regular review.
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
Follow-up is harder when the relevant agreement is not visible alongside an open deal.
- Supports a more informed follow-up review.
- Makes related agreements easier to locate.
- Reduces time spent switching between deal and document records.
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.
- 3Describe which open deals need review and ask Notis to find related Documenso documents.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go, then test with one open deal.
Questions about this workflow
Can the workflow prioritize deals by age?
Only if age or relevant dates are accessible. Include the criteria in your instruction and confirm Notis can access the needed data.
Does document lookup send a reminder to the prospect?
No. It finds documents for your team to use in follow-up.
Can this run on a webhook instead?
Yes. A process that identifies follow-up deals can send a Notis webhook, since no Agile CRM trigger events are listed.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.