Keep Pending Agreements Moving
Let Notis check for documents with pending recipients on a schedule and redistribute the ones that need another nudge.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Redistribute Document V2
Tool to redistribute a document to its pending recipients. Use when you need to re-send or re-distribute a sent document to recipients. Ensure the document has pending recipients or specific recipients selected before calling.
Why this helps
Signing requests can stall when pending agreements are easy to lose among other founder tasks.
- Make pending signature requests easier to surface and follow up.
- Use Documenso's pending-recipient state to guide redistribution.
- Reduce the need to remember manual checks across agreement records.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis in one instruction to find eligible Documenso documents with pending recipients and redistribute them, with any limits you want applied.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real document that has pending recipients and check the result in Documenso.
Questions about this workflow
Will it redistribute completed documents?
The instruction should limit work to documents with pending recipients. Documenso redistribution is intended for documents that still have pending recipients.
Can I choose which documents are eligible?
Describe the criteria in your instruction. The automation can only apply criteria supported by the information returned from Documenso.
How often will it run?
Choose the recurring schedule in the Notis automation setup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Documenso. A trigger fires from one place; an action lands in another.
Airtable triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
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Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
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Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
View Created
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Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
View Deleted
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Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Airtable and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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