Archive a Docuseal submission during CRM closeout
Close out document work with a clear request tied to the exact submission that should be archived.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Why this helps
Inactive or cancelled document requests can clutter the signing workspace when closeout steps are forgotten.
- Archive a specific submission using its unique identifier.
- Keep closeout steps connected to a CRM handoff.
- Archived submissions can be restored if needed.
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 archive only the Docuseal submission identified by the webhook after confirming the explicit closeout request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a submission intended for archival and verify the resulting status.
Questions about this workflow
Does archiving permanently delete a submission?
No. Archived submissions are not permanently deleted and can be restored.
What should trigger archival?
Use a clear, verified closeout request and supply the unique submission identifier. Do not infer archival from a generic CRM status change.
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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