Find the right Documenso template for each new request
Give each new spreadsheet request a starting point by having Notis find relevant Documenso templates to review.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Choosing a starting template for every request adds a small but repeated decision to an already busy day.
- Surface candidate templates when a request arrives
- Reduce repeated browsing through template lists
- Keep the template choice available for review
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 what details in each new row Notis should use to find relevant Documenso templates.
- 4Pick the New Rows in Google Sheet trigger and choose where run reports should go.
- 5Test with one real example row.
Questions about this workflow
Will this create a document from the template?
No. This workflow finds templates for review. Creating a document from a template is a separate action.
What if several templates match?
Ask Notis to report the relevant choices so you can decide which one fits the request.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Delete Template
Tool to delete a template by ID.
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.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
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.
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.
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.
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.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
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.
Get Template
Tool to fetch a template by ID.
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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