Find Documenso documents from your AnyDB records
Use the records you already maintain to find matching documents during a recurring review.
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
Finding a particular agreement can take several searches when record details and documents are spread across tools.
- Search from criteria recorded in AnyDB.
- Reduce repetitive document lookups.
- Make recurring document reviews easier to start.
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 search Documenso using identifying details from the AnyDB records included in the review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one record and verify the search criteria return the expected document.
Questions about this workflow
What can the search use?
The action supports search criteria such as title, status, template, folder or source, along with pagination.
Will it search every record automatically?
Notis can process records within the scope you describe. The schedule and instruction should identify which AnyDB records to review.
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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