Turn generated DOCX files into signing requests
Carry a generated agreement into signature collection while its details are still in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From DOCX
Creates a signature request from a DOCX document with personalized content and fillable fields.
Why this helps
Copying a generated agreement into a separate signing workflow adds steps where details can be missed.
- Create a one-off signature request from a generated DOCX.
- Use dynamic content variables in the DOCX where supported.
- Reduce manual handoff between document generation and signing.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Docuseal submission from the DOCX and supplied signer details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real DOCX and signer example.
Questions about this workflow
Can the DOCX contain dynamic tags?
Yes. Docuseal supports dynamic content variables and fillable field tags in DOCX files. Prepare the document with the supported tags.
Will Notis create missing signer details?
No. Include the information needed for the request in the webhook input or supply it in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docuseal. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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