Start a Docuseal signature request from an emailed PDF
Skip the download, upload, and handoff. Let Notis turn a relevant emailed PDF into a Docuseal signature request.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Why this helps
A document arrives by email and then waits while you download it, upload it, and remember to start the signature process.
- Start signature workflows from the inbox
- Reduce manual document handoffs
- Flag emails that need a missing file or signing detail
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docuseal once in the Notis portal.
- 2Create an automation and name it for emailed PDFs that need signatures.
- 3In one instruction, tell Notis which emails qualify and how to use an attached PDF to create a Docuseal submission; specify how to handle missing details.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that has a PDF attachment.
Questions about this workflow
Does this workflow create a submission from every email?
No. In your instruction, describe which messages qualify, such as emails that request a signature and include a PDF.
What if the email has no PDF or lacks signing details?
Tell Notis to report the missing item for review instead of trying to create a submission.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Docuseal. A trigger fires from one place; an action lands in another.
Agent mail triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Agent mail and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.