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Find the Documenso record connected to a new upload

A new course file can be easier to process when you can quickly locate its related agreement or record in Documenso.

Trigger

New Canvas File Upload

Polls a Canvas course for new file uploads.

Action

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

Why this helps

Finding the matching agreement across course files and signature records can consume time and break focus.

  • Start document lookup when a file arrives.
  • Search the Documenso document list for a related record.
  • Reduce manual cross-checking between course files and agreements.

Setup

Build it in a few focused steps.

  • 1Connect Canvas and Documenso once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis what upload details to use when searching Documenso and how to summarize likely related documents.
  • 4Pick New Canvas File Upload as the trigger, choose where run reports go, and test with one real example.

Questions about this workflow

Does this download or modify a matching document?

No. It finds documents and returns a paginated list. A separate action is needed to download or change a document.

How should matches be identified?

Specify useful identifiers in your instruction, such as a course reference or agreement naming convention, when those details are available.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Canvas to Documenso. A trigger fires from one place; an action lands in another.

Canvas triggers

Documenso actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Embedding Presign Token V2 Beta

Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Document Fields

Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

Distribute Document V2

Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Download Signed Document

Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

Duplicate Document V2

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.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

Find Documents V2

Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

Canvas and Documenso, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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No card. Works with personal or business Documenso.