Review signing sessions that may need follow-up
Bring signing session status into a regular agency review so pending paperwork is easier to spot and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Signing status can be easy to overlook when client follow-up and document progress live in separate workflows.
- Review signing sessions with optional status or signer email filters.
- Summarize sessions that may need action with supplied AgencyZoom context.
- Make follow-up less dependent on remembering to check signing progress.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and name it for the signing follow-up review.
- 3In one instruction, ask Notis to list relevant DocsAutomator signing sessions and identify follow-ups using the AgencyZoom client context you provide.
- 4Choose a Notis cron schedule and select where run reports should go.
- 5Test with one real signing session review and confirm the results support the next follow-up.
Questions about this workflow
Can the session list be filtered?
Yes. The action supports optional filters by session status or signer email and returns paginated results.
Will it contact signers automatically?
No. This workflow retrieves and summarizes signing sessions; it does not send a signer follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docsautomator. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agencyzoom and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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