Keep document details aligned with deal changes
Make a targeted update when the deal context changes, without hunting through documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Document V2
Updates a document’s properties and signing settings.
Why this helps
A change recorded in the CRM can leave the agreement's document details out of date.
- Reduce delay between deal updates and document maintenance.
- Avoid searching for the affected document manually.
- Keep updates tied to supplied deal context.
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: update the specified Documenso document properties using only the supplied Agiled change details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one known document and an explicit property change.
Questions about this workflow
Will this rewrite the document file?
The action updates document properties. It is not a PDF editing action.
What does the workflow need to identify?
Supply the valid Documenso document ID and the specific property changes to apply.
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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