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Notis

Prepare a credential-specific DOCX for signature

A DOCX with supported variable tags can become a signing request populated from details available in the incoming certificate event.

Trigger

Webhook received

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

Action

Create Submission From DOCX

Creates a signature request from a DOCX document with personalized content and fillable fields.

Why this helps

Copying credential and recipient details into a tailored signing document adds repetitive work and creates room for mistakes.

  • Use a DOCX prepared with Docuseal's supported variable and field tags.
  • Reduce repeated entry when the webhook contains the needed values.
  • Create a one-off signing request tied to the credential follow-up.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Docuseal once in Notis.
  • 2Create an automation that prepares a DOCX signing request from credential context.
  • 3Pick the Notis webhook trigger and send a sample event with the required recipient details.
  • 4Choose where run reports should go, then test with a tagged DOCX and one real recipient.

Questions about this workflow

How should the DOCX be prepared?

Use [[variable_name]] tags for dynamic content and the documented {{Field Name;role=Signer1;type=date}} format for fillable fields.

What if a variable is absent from the webhook?

The automation cannot reliably populate it. Supply the value in the event or leave that workflow step for review.

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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