Get the full picture on a prospect's submission
Look up a specific request and gather its signer, document, status and event details in one review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submission
Retrieves detailed information about a submission, including its status and documents.
Why this helps
Following up is harder when request status, signer details and document history live in separate places.
- Retrieves detailed information for a specific submission.
- Includes submitters, documents, status, template, events and metadata.
- Gives a focused view for deciding a follow-up step.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docuseal once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, provide the submission ID and prospect context, and ask Notis to summarize the returned status and relevant events.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one known submission ID and confirm the summary matches the returned record.
Questions about this workflow
Do I need a submission ID?
Yes. This action retrieves details for a specific submission, so provide its ID.
Does the workflow change the request?
No. It fetches details for review; it does not update or resend the request.
Can Aeroleads trigger it?
Aeroleads has no listed trigger events. Start with a Notis webhook and supply the submission ID and relevant context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docuseal. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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