Keep the signing queue visible
Let Notis check the records you use to track signing work and retrieve matching Documenso documents for review.
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
Signing requests can disappear in a busy queue when nobody has time to search for every related document.
- Bring matching documents into a recurring review.
- Reduce manual searches across signing work.
- Surface records that may need follow-up.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Documenso once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Ask Notis to review the AnyDB signing queue and find matching Documenso documents for records needing attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real queue record and verify the matching document search.
Questions about this workflow
Does this report whether documents are signed?
It finds documents. To make status judgments, the request should specify which document information Notis should use and what follow-up is needed.
How does Notis know what to search for?
The AnyDB queue must provide search criteria such as a document title or other available identifying information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Documenso. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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