Give AgencyZoom prospects their own Docuseal signing link
Create individual signing links from the prospect emails and template details supplied by an AgencyZoom webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Why this helps
Preparing separate signing links for several prospects creates repetitive admin and makes it easy to miss a recipient.
- Create a unique signing link for each supplied email address.
- Reduce repetitive setup for prospect batches.
- Use the template named in the incoming request.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docuseal once in the Notis portal.
- 2Create a new automation from Automations and name it for prospect signing links.
- 3Tell Notis to create Docuseal submissions from the named template for the email addresses included in the webhook, and report missing or invalid recipients.
- 4Pick the webhook trigger and select a channel for run reports.
- 5Test with one real prospect email and verify the generated link.
Questions about this workflow
Does this send a full template-based signature request?
This action creates submissions for the specified template and email addresses, with each address receiving an individual link. Use the separate Create Submission action if your workflow needs its supported send options.
Can the automation infer the template from the prospect?
Only if the request includes enough information and you define a clear selection rule. Otherwise specify the template directly.
What if multiple email addresses arrive?
The action supports specified email addresses, creating a unique submission link for each. Have Notis report the recipients it processed.
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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