Send campaign agreements from ActiveTrail to Docuseal
Move a ready-to-sign agreement from campaign handoff to signature request without re-entering the details.
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
Copying campaign and recipient details into a signature request creates busywork and makes handoffs easier to lose.
- Create a signature request from an existing Docuseal template.
- Use the recipient and document details supplied with the webhook.
- Keep campaign handoffs moving without manual re-entry.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Docuseal once in the Notis portal.
- 2Create an automation and describe the agreement handoff in one instruction.
- 3Choose the webhook trigger and arrange for the handoff request to include the needed recipient and template details.
- 4Choose where run reports should go, then test with one real campaign handoff.
Questions about this workflow
Does ActiveTrail provide the trigger for this workflow?
No. ActiveTrail has no trigger events here, so Notis starts this workflow when an external service sends an HTTP request.
What does the webhook need to provide?
Include the existing Docuseal template selection and recipient information needed to create the request. Provide any required details that the apps do not supply.
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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