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Notis

Start signature requests for custom partner PDFs

Handle partner documents that do not fit a reusable template by starting a Docuseal request directly from a supplied PDF.

Trigger

Webhook received

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

Action

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

Why this helps

One-off partner documents often create extra handling because they need to be uploaded and routed for signature individually.

  • Start a signature request for a one-off partner PDF.
  • Avoid rebuilding a reusable template for an individual document.
  • Keep the signer information attached to the request that starts the workflow.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Docuseal once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
  • 3In one instruction, ask Notis to create a Docuseal submission from the supplied PDF and signer details.
  • 4Pick the Notis webhook trigger and send the PDF, signer details, and any needed field values when the document is ready.
  • 5Choose a run report channel, then test with one real partner PDF.

Questions about this workflow

Does the PDF need to come from Adtraction?

The workflow can use a PDF supplied with the webhook. Adtraction has no native trigger events in this package, so a separate process must initiate the webhook and provide the document.

When should I use this instead of a template?

Use this for a one-off PDF that is not already represented by a reusable Docuseal template.

Can Notis create the signature fields automatically?

The action supports starting a submission from a PDF with optional custom field values. Supply the appropriate signer and field details needed for your document.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adtraction triggers

Docuseal actions

Recurring trigger

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

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

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

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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