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Notis

Start a one-off PDF agreement from certificate details

For a credential follow-up that does not fit a reusable template, Notis can use the incoming certificate context to start a Docuseal request from a PDF.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

Why this helps

A one-off agreement can get delayed while someone moves recipient details from a credential record into a separate signing workflow.

  • Start from a certificate event delivered to a Notis webhook.
  • Use a PDF for an agreement that does not need a reusable template.
  • Reduce manual re-entry when the webhook includes recipient details.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Docuseal once in Notis.
  • 2Create an automation that starts the appropriate one-off PDF agreement from certificate context.
  • 3Pick the Notis webhook trigger and send a sample certificate-related event.
  • 4Choose where run reports should go, then test with one real PDF and recipient.

Questions about this workflow

Does this create a reusable Docuseal template?

No. It creates a one-off submission from a PDF.

What information must the webhook include?

Include the recipient details and any context the PDF request needs. Check that your actual payload provides them before relying on the workflow.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Accredible certificates to Docuseal. A trigger fires from one place; an action lands in another.

Accredible certificates triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

Connect any two apps with Notis in the middle.

Accredible certificates and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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