Retrieve Docuseal submitters when someone asks by email
Handle a roster request from the inbox by retrieving Docuseal submitters and preparing a concise summary.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
Why this helps
Roster requests can sit in email while someone manually finds and compiles submitter information.
- Respond to submitter list requests from email
- Summarize the roster returned by Docuseal
- Reduce manual compilation work
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docuseal once in the Notis portal.
- 2Create an automation for emails requesting submitter information.
- 3In one instruction, tell Notis to retrieve the Docuseal submitter list and summarize the returned information for the request.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email requesting the roster.
Questions about this workflow
Can it report information that is not in the submitter results?
No. Ask Notis to include only returned information and identify any missing requested details.
Can the requester receive the result by email?
Describe the desired outcome in your instruction and choose a report channel in Notis. Email delivery depends on your connected tools and setup.
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
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New Email Received
Trigger for new emails in an AgentMail inbox
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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
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