Review the signer roster during credential follow-up
Bring a Docuseal submitter roster into a scheduled review so signer activity can be considered alongside credential follow-ups.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submitters
Lists submitters across document submissions.
Why this helps
Keeping track of people involved in signing can require checking a separate roster apart from credential operations.
- Retrieve the available Docuseal submitter list on a schedule.
- Review signer operations beside credential follow-up context.
- Make roster review part of a predictable run report.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docuseal once in Notis.
- 2Create an automation to review credential follow-ups with the Docuseal submitter roster.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go, then test with a real roster and credential context.
Questions about this workflow
Does the roster identify which credential each person earned?
Not necessarily. The available submitter list may not include Accredible credential data or a matching identifier.
Does this update submitters?
No. It retrieves the list 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.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
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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