Keep a prospect's Docuseal signer details current
Correct or complete a signer record using prospect details you have verified, then choose the next step for the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Submitter
Updates a submitter, resends a signature request, or marks a submission as signed by API.
Why this helps
Outdated signer details can interrupt a signature flow and create extra back-and-forth to correct basic information.
- Updates submitter details or field values.
- Can prefill or update fields and resend signature request emails.
- Supports a more accurate signing handoff when verified contact details change.
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, verified replacement details and the exact change or resend action you intend.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one known submitter and confirm the updated details or requested action.
Questions about this workflow
Can it resend the signature request?
Yes. The action can resend request emails; specify that clearly in your instruction.
Can it mark a signer as auto-signed?
The action supports marking as auto-signed. Use that only when it is explicitly intended and appropriate for the request.
Will it determine which details are correct?
Provide verified replacement information. The workflow should flag uncertainty rather than guess.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.