Keep prospect signing requests visible
Bring submission records into a regular review so follow-up does not depend on remembering which request is still in progress.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Lists existing document submissions.
Why this helps
Signing requests can disappear into the background when there is no simple routine for checking their status.
- Lists submissions for a recurring review.
- Supports pagination and document filtering.
- Makes it easier to spot requests that may need follow-up using returned status and supplied context.
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, describe which submissions to list and what prospect context to compare, and ask for a concise report of items needing attention.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one real review and confirm the report reflects the returned submission records.
Questions about this workflow
Can it show the signing status?
The action lists submissions. The action description does not specify all returned fields, so have Notis report only the information available in its results.
Can it filter by document?
Yes. The action supports optional pagination and document filtering.
Does Aeroleads start the review?
No. Aeroleads has no listed trigger events, so a Notis schedule starts the review.
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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