Send a prepared agreement from a Docuseal template
When an agreement is ready, use its existing template to send it for signatures.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
Finding the right template and setting up a submission can interrupt the work of preparing an agreement.
- Start a submission from an existing Docuseal template.
- Include signer details and any prefill information provided with the request.
- Move a prepared agreement into signing without a manual tool switch.
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 and send a submission from the specified Docuseal template using supplied signer details.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real template and signer example.
Questions about this workflow
Does the template need to exist first?
Yes. This action creates submissions from an existing document template.
Can the workflow choose a template automatically?
Provide the template identifier or a clear selection rule and ensure the needed template details are available. The workflow cannot guess an ambiguous match.
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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