See which signers may need your attention
Bring the signer roster into a regular review and connect records to the prospect context you already have.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submitters
Lists submitters across document submissions.
Why this helps
Keeping track of who has entered a signing workflow can become another list to remember to check.
- Retrieves a list of submitters for review.
- Helps surface relevant prospect records alongside supplied Aeroleads context.
- Creates a repeatable point to notice signer activity.
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, ask Notis to retrieve the submitter list and describe which supplied prospect details matter for identifying relevant records.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with a real roster review and confirm Notis reports only information present in results or provided context.
Questions about this workflow
Does the action return every submitter?
It retrieves a list of all submitters according to the action description.
Can it match people to Aeroleads leads?
Notis can analyze returned data and the context you provide. Any matching baseline or identifier must be available in those inputs.
Can I set filters on the action?
No filters are specified for this action. Describe the review outcome in the instruction and use the returned list.
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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