Send a Documenso document from Todoist
Add a send request to Todoist and keep signing momentum moving.
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
Documents sit ready in Documenso while send requests wait in task queues.
- Moves send requests out of a manual queue
- Uses the task as the handoff point
- Creates a report after distribution
Setup
Build it in a few focused steps.
- 1Connect Todoist and Documenso in Notis once.
- 2Create an automation named for document distribution.
- 3Tell Notis to distribute the Documenso document identified in each new task to the intended pending recipients.
- 4Pick Todoist New Task Created as the trigger and choose a report channel.
- 5Test with one task containing a valid document reference.
Questions about this workflow
Does this create a new document?
No. It distributes an existing Documenso document identified in the task.
Can it send to selected pending recipients?
Yes, include the recipient selection in the task instruction when needed.
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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