Keep DocsAutomator signing sessions on your radar
Bring signing session updates into a routine review so follow-up is easier to remember.
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 sessions can be easy to overlook when checking their status requires another manual stop.
- Retrieve signing sessions during a routine review.
- Use supported status or signer email filters when relevant.
- Keep the review report in a selected channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and DocsAutomator once in the Notis portal.
- 2Create an automation and ask Notis to retrieve and summarize signing sessions, using a status or signer email filter if needed.
- 3Choose the recurring schedule trigger.
- 4Choose where run reports should go.
- 5Test with one real run and confirm the returned sessions support your review.
Questions about this workflow
Can I filter the sessions?
The action supports optional filtering by status or signer email and returns paginated results.
Does this send a reminder to a signer?
No. The listed action retrieves signing sessions; it does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docsautomator. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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