Keep recurring consent requests moving
Give recurring consent paperwork a consistent start with a scheduled email check and signature request.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Envelope From Template
Creates a signing envelope from a template, either as a draft or ready to send.
Why this helps
Repeating consent follow-up can slip when the next batch depends on remembering several small steps.
- Start recurring consent requests on a schedule.
- Validate recipient emails before sending.
- Use a consistent existing DocuSign template.
Setup
Build it in a few focused steps.
- 1Connect Abstract and DocuSign once in the Notis portal.
- 2Create an automation instructing Notis to review available consent recipients, validate emails, and send the selected consent template to valid recipients.
- 3Choose a recurring schedule and make recipient details available when it runs.
- 4Choose a report channel and test with one real example.
Questions about this workflow
Does this decide who needs to sign?
Provide the eligible recipient details or a clear selection rule based on information available to Notis when the schedule runs.
Do I need a consent template?
Yes. Prepare the DocuSign template and its recipient roles before setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Docusign. A trigger fires from one place; an action lands in another.
Abstract triggers
Docusign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add contacts to contacts list
Adds or updates contacts in a contacts list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Addemailoverridestoenvelope
Changes email settings for an envelope’s future email communications.
Add envelope attachments
Adds supporting files to a draft or in-progress envelope; they are accessible only through the API.
Add existing brand to group
Adds existing brand profiles to a group.
Addfiletoworkspace
Adds a file to a folder in a workspace.
Add members to signing group
Adds members to an existing signing group.
Add new users to a specified account
Creates new users in an account.
Addorupdateaccountstamps
Creates or updates account-level stamps for use on documents.
Connect any two apps with Notis in the middle.
Abstract and Docusign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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