See signing activity alongside active Affinity deals
Get a concise scheduled review of submissions connected to the active deals you care about.
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
Checking each deal and each signing request separately makes it harder to spot paperwork that needs attention.
- Review submissions on a chosen cadence.
- Focus the summary on deals and identifiers named in your instructions.
- Make pending signing activity easier to scan.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and enter its name and prompt.
- 3Describe which deals to review and how to relate them to Docuseal submission information available to Notis.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real review and confirm the summary distinguishes known facts from missing links.
Questions about this workflow
Can this infer a relationship between every deal and submission?
Only if the connected data includes enough information to match them. Provide identifiers or matching guidance and have Notis flag uncertain matches.
Does listing submissions change their status?
No. The listed action retrieves submissions; it does not update them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Docuseal. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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