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Notis

Pull Docuseal signing details into an ActiveCampaign handoff

When a contact needs help with a signature request, bring the submission details into the same review flow.

Trigger

Webhook received

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

Action

Get Submission

Retrieves detailed information about a submission, including its status and documents.

Why this helps

Investigating a signing question often means switching systems and searching for the exact submission before you can respond.

  • Retrieve status and submitter details for a specified submission.
  • Include submission events and metadata in the review.
  • Reduce time spent searching for the relevant signing record.

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.
  • 3Tell Notis to retrieve the Docuseal submission identified in the webhook and summarize its status and submitter details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one test webhook containing a real submission identifier and review the report.

Questions about this workflow

What identifier is needed?

The handoff should include the unique Docuseal submission identifier so Notis can retrieve the intended record.

Does this change the signing request?

No. This workflow retrieves submission details for review; it does not update the submitter or resend a request.

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.

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.

Active campaign and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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