Personalize campaign documents before signing
Use supplied details to prepare a tagged DOCX and start its signature workflow in one handoff.
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
Manually replacing names and terms in documents adds friction between campaign planning and getting an agreement signed.
- Create a one-off signature request from a DOCX document.
- Use dynamic values for tags already present in the document.
- Keep supplied signing field values with the request.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docuseal once in the Notis portal.
- 2Create an automation and describe how to fill the tagged DOCX and start signing.
- 3Choose the webhook trigger and arrange for the request to include the DOCX and required values.
- 4Choose where run reports should go, then test with one real document.
Questions about this workflow
What document format does this workflow use?
It uses Docuseal's create submission from DOCX action. The document should contain the supported dynamic content and fillable field tags.
Where do document values come from?
They must be included in the webhook request or otherwise supplied in your instruction. Notis cannot assume missing recipient or contract details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Docuseal. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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