Send agreements when the meeting is set
Give attendees the paperwork as soon as the appointment is confirmed.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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
You book the meeting but forget the agreement until follow-up time.
- Align paperwork with scheduling
- Reduce forgotten sends
- Improve attendee readiness
Setup
Build it in a few focused steps.
- 1Connect Outlook and Documenso in Notis.
- 2Create an automation describing which meetings should send an agreement.
- 3Pick New Calendar Event as the trigger.
- 4Choose a report channel and test with one qualifying event.
Questions about this workflow
How does it identify the document?
Explain the document clues available in the event and your Documenso records.
Can it send to selected recipients?
Tell Notis which pending recipients should receive the distribution.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Documenso. A trigger fires from one place; an action lands in another.
Outlook triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Delete Template
Tool to delete a template by ID.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Outlook and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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