Make an ActiveMerge PDF reusable for signing
Convert a prepared PDF into a template that is ready for repeat document workflows.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template From PDF
Creates a reusable fillable document template from a PDF.
Why this helps
A document used more than once can require repeated setup before it is ready for signing.
- Create a reusable Docuseal template from a PDF.
- Prepare a recurring document for future signature requests.
- Keep PDF handoff connected to the ActiveMerge workflow.
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 template from the PDF supplied by ActiveMerge.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real PDF.
Questions about this workflow
Can Docuseal identify fields in the PDF?
Fields can be defined using supported tags or pixel coordinates. Ensure the PDF or your setup provides the field information needed.
Does template creation send the document for signing?
No. Template creation prepares a reusable document. A separate submission action sends it to signers.
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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