Keep campaign signing follow-up visible
See the latest available submission details in a regular report, without checking Docuseal one record at a time.
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
Signing requests can slip through the cracks when status checks depend on remembering to revisit each document.
- Retrieve Docuseal submissions on a recurring schedule.
- Summarize status details returned by the submission list.
- Make follow-up items easier to review in one report.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docuseal once in the Notis portal.
- 2Create an automation and ask Notis to summarize submission statuses for campaign follow-up.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real submission review.
Questions about this workflow
Can it report whether a particular person has signed?
The workflow can summarize status information returned by the submission list. If a specific submission or signer detail is not included, provide the identifying information or use an appropriate follow-up process.
Will it send reminders to signers?
No. This workflow lists and summarizes submissions; it does not send reminders.
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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