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Notis

Archive Docuseal submissions tied to completed closeouts

Close out the signing workflow by archiving the exact submission identified in the AgencyZoom handoff.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

Why this helps

Completed work can leave a cluttered submission list, making active signing requests harder to spot.

  • Archive a specific submission using its unique identifier.
  • Keep completed work from crowding active signing reviews.
  • Archived submissions remain restorable rather than permanently deleted.

Setup

Build it in a few focused steps.

  • 1Connect AgencyZoom and Docuseal once in the Notis portal.
  • 2Create an automation in Automations, New Automation, for closeout archiving.
  • 3Tell Notis to archive only the Docuseal submission ID in a verified closeout webhook and report the result.
  • 4Pick the webhook trigger and choose a report destination.
  • 5Test with one real submission that is confirmed eligible for archiving.

Questions about this workflow

Does archiving permanently delete a submission?

No. Archived submissions are not permanently deleted and can be restored.

Can the workflow archive every submission for a client?

The action archives one submission by unique identifier. Use only IDs explicitly verified for the closeout.

Does AgencyZoom provide a closeout trigger here?

No AgencyZoom event is listed. Start this workflow with a Notis webhook called by the closeout process.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Docuseal. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

Connect any two apps with Notis in the middle.

Agencyzoom and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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