Keep Docuseal signer details aligned with verified AgencyZoom corrections
Apply a confirmed contact correction to the exact Docuseal signer identified in the AgencyZoom update.
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
A corrected email or signer detail can be missed in an active signing request, leaving teams unsure whether the right person received it.
- Apply verified changes to a specifically identified submitter.
- Support updates to submitter details and field values.
- Keep a clear report of the correction applied.
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 verified signer corrections.
- 3Tell Notis to update only the Docuseal submitter ID and details explicitly included in the AgencyZoom correction webhook, and to report any missing or conflicting identifier.
- 4Pick the webhook trigger and select a report channel.
- 5Test with one real correction and verify the intended submitter before using it routinely.
Questions about this workflow
Can this resend a signature request?
The update action supports resending request emails, but the instruction should only request a resend when the webhook explicitly confirms that it is wanted.
Can Notis find the submitter from a name?
Use a reliable submitter ID or another supported lookup process first. Do not update a signer based only on an ambiguous name.
Can this automatically mark the signer as signed?
The action supports marking a submitter as auto-signed. Only do that when the workflow has explicit authorization and verified signing evidence.
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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