Find a Documenso document from Todoist
Ask for a document search in Todoist and get the useful matches back.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
People lose time hunting for document IDs before they can take action.
- Removes manual document hunting
- Returns candidates for later operations
- Keeps search requests visible in Todoist
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documenso in Notis once.
- 2Create an automation for document lookup.
- 3Tell Notis to find Documenso documents matching the search terms in each new Todoist task and summarize the matches.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one task containing a document name or status query.
Questions about this workflow
Can this perform another action afterward?
It reports matches so you can use a follow-up task for the next operation.
What search details work best?
Provide a document name, status, or other identifying terms available in Documenso.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Documenso. A trigger fires from one place; an action lands in another.
Todoist triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Trigger when a new task is added to Todoist.
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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.
Todoist and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.