Check the right Docuseal signer before applying a contact correction
Look up the exact signer and their document context before making a contact correction to an active request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submitter
Retrieves a submitter’s details, completed fields, documents, and submission status.
Why this helps
Updating the wrong signer or request can create confusion and put a document in front of the wrong person.
- Retrieve detailed information about one identified submitter.
- Review documents, field values, events, and status before changing anything.
- Make contact corrections with clearer identity context.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docuseal once in the Notis portal.
- 2Create a webhook automation in Automations, New Automation.
- 3Tell Notis to retrieve details for the submitter ID in the AgencyZoom correction webhook and summarize identity and request context for human review.
- 4Pick the webhook trigger and select where run reports should go.
- 5Test with one real submitter ID and confirm the returned signer.
Questions about this workflow
Why retrieve details before updating a signer?
The lookup provides submitter details, documents, field values, submission events, and status that can help confirm the intended record.
Does this apply the correction?
No. It retrieves details for review. Use Update Submitter in a separate workflow after the correction and target are verified.
What if the webhook contains only a contact name?
A name may not uniquely identify a Docuseal submitter. Have the automation report that it needs a reliable submitter ID.
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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