Bring prospect signing documents into review
Gather the document output for requests you specify, whether still in progress or completed, and bring it into your review flow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submission Documents
Retrieves a submission’s partially completed documents or final signed documents.
Why this helps
Finding the latest document for a prospect can take several context switches when requests and files are tracked separately.
- Retrieves documents for a specified submission.
- Returns partially filled documents while signing is in progress or final documents when complete.
- Supports a regular document review routine.
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, specify the submission IDs to retrieve, the prospect context to include and how to report document availability.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real submission and confirm the returned document matches the expected request.
Questions about this workflow
Can this retrieve a final signed document?
Yes. The action returns final signed documents for completed submissions and partially filled documents for in-progress submissions.
Will it find every prospect's submission automatically?
No. Specify the submission IDs or other known selection context. The listed action retrieves documents for a submission.
Does this action send or resend a request?
No. It retrieves documents associated with a submission.
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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