Review deal-related documents on a schedule
Make agreement status easier to review with a recurring search for the documents that matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Documents
Finds documents by search criteria and returns paginated results.
Why this helps
Scattered agreement status checks make it harder to notice which deals need attention.
- Bring relevant documents into a predictable review.
- Reduce repetitive status searches.
- Focus attention using supplied deal and document criteria.
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: search Documenso for documents matching the supplied deal, status, or folder criteria and report the results.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with known criteria and verify the results before relying on the report.
Questions about this workflow
What can the search use?
It supports filtering by document title, status, template, folder, or source, plus pagination.
Does the scheduled workflow know which deals matter?
Provide relevant deal references or criteria in the instruction; the search does not imply an Agiled trigger.
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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