Create individual signing links for prospects
Turn a list of qualified prospect emails into individual Docuseal signing links from a template you already use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Why this helps
Preparing the same document request for several prospects one at a time makes follow-up tedious and easy to postpone.
- Creates a unique submission link for each supplied email address.
- Reuses a pre-configured Docuseal template.
- Cuts repeated setup for similar prospect requests.
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, name the Docuseal template and specify which Aeroleads prospect email addresses should receive individual submission links.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one real email address and confirm the template and generated link are correct.
Questions about this workflow
Does this create a different request for each email?
Yes. The action description says each email address receives a unique submission link.
Will it find emails automatically in Aeroleads?
This workflow can use email addresses supplied from Aeroleads, but the listed source has no trigger event. Start it with a Notis webhook and provide the relevant details.
Does this send a completed contract?
No. It creates submission links for signing from an existing template.
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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