Bring Docuseal documents into the next CRM handoff
When a signing milestone is reached, make the associated document available to the next step in your work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submission Documents
Retrieves a submission’s partially completed documents or final signed documents.
Why this helps
After a document is signed, someone may still need to find the submission and retrieve the final file before work can continue.
- Retrieve documents for a specified Docuseal submission.
- Get final signed documents when the submission is complete.
- Make the document retrieval step easier to initiate from a CRM process.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Docuseal once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Ask Notis to retrieve documents for the Docuseal submission identifier in the webhook and report whether the documents are final or in progress.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real completed submission and check the retrieved document result.
Questions about this workflow
Does the action only return completed documents?
It returns partially filled documents for an in-progress submission or final signed documents when completed.
What must ActiveCampaign send?
The webhook needs to include the relevant Docuseal submission identifier. A CRM milestone alone does not identify which document to retrieve.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Docuseal. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.