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Use filtered spreadsheet changes to prompt document distribution

When matching sheet data changes, have Notis distribute the relevant existing Documenso document to its pending recipients.

Trigger

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

Action

Distribute Document V2

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

Why this helps

A meaningful change in a filtered tracker can be easy to overlook when it should move an agreement forward.

  • Watch for changes in data that matches your filter
  • Move an identified agreement to its pending recipients
  • Reduce manual checks of filtered tracker data

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Documenso once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3Describe how the matched change identifies the Documenso document to distribute.
  • 4Pick the Filtered Range Values Changed trigger and choose where run reports should go.
  • 5Test with one real example change.

Questions about this workflow

Does this create the document?

No. It distributes an existing Documenso document, so identify the document in your instruction or available data.

Who receives the distributed document?

The Documenso action distributes the document to all or selected pending recipients, as specified by your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Google Sheets 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

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

Delete Template

Tool to delete a template by ID.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

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

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

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

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

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

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Find Documents V2

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

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

Get Template

Tool to fetch a template by ID.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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