Keep manager policy renewals on schedule
Make recurring policy signoffs predictable for every manager and location.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
Renewal dates arrive quietly and become urgent paperwork at the last minute.
- Prevent renewal surprises
- Create a repeatable cadence
- Reduce manual reminder work
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docuseal once in the Notis portal.
- 2Create an automation named Monthly manager policy renewals.
- 3Tell Notis to create a Docuseal submission from the supplied renewal PDF and use the 7shifts manager context you provide.
- 4Choose the notis_cron trigger and set the recurring schedule.
- 5Choose where run reports go and test with one real renewal.
Questions about this workflow
Where does the PDF come from?
The scheduled run needs the PDF or an accessible file reference supplied in the prompt context.
Can it infer who must sign?
Only if the required signer context is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docuseal. A trigger fires from one place; an action lands in another.
7shifts triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
7shifts and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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