Create a signable request from generated HTML
Use a finished HTML document to start a one-off Docuseal signing request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From HTML
Creates a signature request from HTML content with fillable fields.
Why this helps
Recreating a generated document in a signing tool turns a simple handoff into another task.
- Create a signing request from HTML content.
- Keep embedded fillable field tags in the document flow.
- Avoid creating a reusable template for a one-off document.
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 ActiveMerge HTML and the supplied signer details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real HTML document and signer example.
Questions about this workflow
When is this useful instead of creating a template?
Use it for a one-off request when you do not need to create a reusable Docuseal template first.
How are fillable fields represented?
Docuseal supports embedded field tags in HTML. Prepare the HTML with the supported tags before sending it.
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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