Surface documents that need deal follow-up
Get a scheduled view of relevant agreements without repeatedly searching by hand.
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
Tracking down agreements for follow-up competes with the work that moves deals forward.
- Bring relevant documents into a recurring review.
- Reduce manual searching across signing work.
- Make follow-up more visible.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe the outcome: find Documenso documents matching the supplied Agiled deal references or search criteria and summarize results for follow-up.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test once with real search criteria and confirm the returned documents are relevant.
Questions about this workflow
Does Agiled provide a trigger for this?
No. This workflow uses a Notis schedule and searches Documenso using supplied criteria.
Can it infer missing deal or status details?
No. Supply the criteria or deal references needed to identify relevant documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Documenso. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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