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Keep partner agreements from slipping through the cracks

Bring signing-session status into a recurring review, so agreement follow-up has a clear place in your partner workflow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Signing Sessions

Lists signing sessions.

Why this helps

Signing status can be easy to lose track of when affiliate partner conversations and commission reviews are spread across tools.

  • Review signing sessions on a predictable cadence.
  • Reduce manual checking for agreement status.
  • Keep partner administration in view during affiliate operations reviews.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and DocsAutomator once in the Notis portal.
  • 2Create an automation in Notis and name it for partner signing-session review.
  • 3In one instruction, ask Notis to list DocsAutomator signing sessions and summarize status for your affiliate partner review.
  • 4Choose a recurring schedule and select where Notis should send run reports.
  • 5Test with one real signing-session result and confirm the summary is clear.

Questions about this workflow

Can I filter sessions by signer or status?

The action supports optional status and signer-email filters, but use only the filters you can supply in your instruction.

Will this workflow send or sign agreements?

No. It lists signing sessions and reports the results. It does not send agreements or complete signatures.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Docsautomator. A trigger fires from one place; an action lands in another.

Adtraction triggers

Docsautomator actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Automation

Creates a document automation.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Automation

Permanently deletes an automation and all associated data; this cannot be undone.

ActionInstant

Duplicate Automation

Duplicates an automation, appending “COPY” to the copy’s title.

ActionInstant

Get Automation Details

Retrieves details about an automation, including its configuration and template.

ActionInstant

Get Queue Statistics

Retrieves current document generation queue statistics for the workspace.

ActionInstant

List Automations

Lists automations in the workspace with their basic details.

ActionInstant

List Signing Sessions

Lists signing sessions.

ActionInstant

Send Test Email

Sends a test email with a sample PDF attachment to check email delivery.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Docsautomator, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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