Send an approved vendor contract from Todoist
Move an approved vendor contract from task completion to signature collection.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Approved contracts can still wait because sending is handled in a separate system.
- Connects approval with immediate distribution
- Reduces contract launch delays
- Creates a run report for the handoff
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documenso in Notis once.
- 2Create an automation for approved vendor contracts.
- 3Tell Notis to distribute the Documenso contract referenced by each new Todoist approval task.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one approved contract and pending recipients.
Questions about this workflow
How does Notis know the contract?
Identify the matching Documenso document in the Todoist task.
Can it target specific recipients?
Include the intended pending recipients in the task instruction.
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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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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