Keep signing sessions visible with a recurring review
Bring signing session results into a regular review so follow-up does not depend on remembering to check another app.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Signing follow-up is easy to lose when session status is checked only when someone remembers.
- Review signing session results on a predictable cadence.
- Use optional status or signer email filters supplied in the instruction.
- Keep returned sessions visible in the selected report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and DocsAutomator once in the Notis portal.
- 2Create a named Notis automation for signing session reviews.
- 3In one instruction, ask Notis to list signing sessions and apply any status or signer email filter you provide.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real run and confirm the returned sessions are relevant.
Questions about this workflow
Can the workflow filter signing sessions?
Yes. The action supports optional filtering by status or signer email. State the filter in your instruction.
Can Notis determine which sessions are overdue?
The listed action returns signing sessions with optional filters. It does not define an overdue rule, so provide the rule and any required timing context if you want Notis to assess returned results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docsautomator. A trigger fires from one place; an action lands in another.
Active campaign triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Active campaign and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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