Keep a regular view of Docuseal submitters
Bring the signer roster into a recurring review so you can spot the people connected to current document work.
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
Signer details may be spread across document requests and CRM records, making a routine review slower than it needs to be.
- Retrieve the Docuseal submitter roster for a regular review.
- Organize the returned list into a concise report.
- Use CRM context when supplied to explain why a signer is relevant.
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 list Docuseal submitters and organize the returned roster with any CRM context you supply.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Run with real data and review the roster for relevance and completeness.
Questions about this workflow
Does the roster include ActiveCampaign fields?
The listed action retrieves Docuseal submitters. ActiveCampaign fields must be made available separately if you want them included.
Can Notis infer why each signer is on the list?
Not from the roster alone. Provide the relevant campaign, contact, or deal context if that explanation is needed.
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
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