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Notis

Get the details for a signer handling credential paperwork

When signer-specific information is needed, retrieve a known submitter's details during the scheduled credential agreement review.

Trigger

Recurring schedule

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

Action

Get Submitter

Retrieves a submitter’s details, completed fields, documents, and submission status.

Why this helps

Signer status and filled fields can be buried in a submission, making a follow-up harder to prepare quickly.

  • Retrieve details for a known submitter ID.
  • Review documents, filled values, events and status where available.
  • Bring signer-level context into the credential follow-up report.

Setup

Build it in a few focused steps.

  • 1Connect Accredible certificates and Docuseal once in Notis.
  • 2Create an automation to retrieve details for identified submitters involved in credential agreements.
  • 3Pick a recurring Notis schedule.
  • 4Choose where run reports should go, then test with one real submitter ID.

Questions about this workflow

Can this action find the submitter from an email address?

The listed action retrieves a submitter by ID. The workflow needs that ID or another reliable way to obtain it.

What information can it return?

Submitter details can include documents, filled field values, submission events, and status.

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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