List Documenso templates from Todoist
Ask which agreement templates are available without opening another dashboard.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Choosing the right starting template adds friction when the catalog is hard to scan.
- Makes template discovery conversational
- Supports faster agreement setup
- Returns a focused report to your chosen channel
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documenso in Notis once.
- 2Create an automation for template discovery.
- 3Tell Notis to list Documenso templates matching the criteria in each new Todoist task.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with a task asking for templates by name or purpose.
Questions about this workflow
Can I request a filtered list?
Yes, describe the template name or purpose to look for in the task.
Does this create a document?
No. It returns available templates for a later creation request.
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.
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.
New Task Created
Trigger when a new task is added to Todoist.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
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.
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.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.