Keep signing follow-up visible with a scheduled digest
See which document submissions may need attention in one recurring report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Lists existing document submissions.
Why this helps
Signature requests can be easy to forget when their status is spread across separate workflows.
- Review submissions on a recurring schedule.
- Summarize statuses and surface items that may need follow-up.
- Reduce the need to check Docuseal manually throughout the week.
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 list Docuseal submissions and summarize their status against the document follow-up context you provide.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real submission example.
Questions about this workflow
Can the workflow know which submissions relate to ActiveMerge documents?
Only if the relevant relationship or identifying details are available to Notis. Provide the context needed to distinguish them.
Does the status digest resend signature requests?
No. It lists and summarizes submissions. Resending requests requires a separate action and clear instructions.
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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