Send campaign report PDFs for signature
Turn a completed report PDF into a signing workflow while the campaign context is still at hand.
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
Approved documents often get stuck between finishing the report and manually preparing a signature request.
- Create a submission from a supplied PDF
- Include optional field values when provided
- Keep report approval moving from the same context
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Docuseal once in the Notis portal.
- 2Create an automation in Notis and name it for campaign report approvals.
- 3In one instruction, tell Notis to use the supplied PDF and signer details to create a Docuseal submission.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real PDF and confirm the intended recipients receive a request.
Questions about this workflow
Does the PDF have to come from Adyntel directly?
The webhook starts the workflow. The PDF and signer details must be supplied to the automation through the connected flow.
Can the action use custom field values?
Yes, the listed action supports optional custom field values. Supply the values needed for the document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docuseal. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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