Start a renewal agreement from an existing Documenso document
Reuse the existing agreement structure when a renewal needs its own document record. Notis can duplicate the source document identified by your process.
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
Renewal paperwork often repeats setup that already exists in the current agreement.
- Reuses an identified existing agreement as a starting point.
- Creates a separate document for renewal work.
- Reduces repetitive document setup.
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 Documenso agreement for the renewal signal.
- 4Choose a webhook trigger and send it from your renewal process.
- 5Choose where run reports go, then test with one known renewal agreement.
Questions about this workflow
What source details are required?
Provide a valid source document ID or enough accessible details to identify the intended document.
Will the copy have updated renewal terms?
Duplication creates a copy. Review and update the copy with approved renewal details before sending.
Does duplication notify the customer?
No. It creates a copy and does not distribute it for signing.
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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