Bring Docuseal policy documents into the AgencyZoom handoff
Use the submission identifier included with a policy update to retrieve its available documents for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submission Documents
Retrieves a submission’s partially completed documents or final signed documents.
Why this helps
The policy record may be ready for a next step while the signed or partially completed document is still buried in Docuseal.
- Retrieve documents for the specific submission referenced by the webhook.
- Support review of partially completed or final signed documents.
- Reduce manual lookup when a policy handoff is ready.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docuseal once in the Notis portal.
- 2Create a new automation in Automations and name it for policy document retrieval.
- 3Tell Notis to retrieve documents only for the Docuseal submission ID supplied with the policy webhook, then report whether the documents are in progress or final if that information is available.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test using one real submission ID and verify the returned document set.
Questions about this workflow
What does this action return?
It retrieves documents for a submission, including partially filled documents while in progress or final signed documents after completion.
Can this find a submission from an AgencyZoom client name alone?
The action requires a submission identifier. If the webhook does not contain one, have Notis report that it cannot safely retrieve documents.
Does retrieving documents update AgencyZoom?
No. This action retrieves Docuseal documents; any AgencyZoom update would require a separate supported action.
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.
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.
Agencyzoom and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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