Review the details for a prospect signer
Get the signer information and request context together before you decide what follow-up is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submitter
Retrieves a submitter’s details, completed fields, documents, and submission status.
Why this helps
A follow-up can stall when you need to piece together who signed, what they entered and where the request stands.
- Retrieves details for a specific submitter ID.
- Includes available documents, field values, events and status.
- Helps make follow-up more informed and less repetitive.
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 submitter ID and relevant prospect context, and ask for a concise summary of returned details that affect follow-up.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one known submitter ID and confirm the summary uses returned information.
Questions about this workflow
What identifier is needed?
Provide the Docuseal submitter ID, since the action retrieves details for a submitter by ID.
What information can it return?
The action description includes submitter details, documents, field values, submission events and status.
Will it update the signer?
No. This action is for retrieving information; a separate update action is available for changes.
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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