Look up Docuseal submissions from an email request
Turn a signing status question into a Docuseal submission lookup and a brief summary of the records returned.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Why this helps
A simple signing-status question can turn into a manual search across an inbox and the eSignature workspace.
- Handle status requests from the inbox
- Summarize returned submission records
- Identify requests that need clearer document criteria
Setup
Build it in a few focused steps.
- 1Connect Agent mail and Docuseal once in the Notis portal.
- 2Create an automation for emails asking about document submissions.
- 3In one instruction, tell Notis to list submissions using criteria supplied in the request and summarize only the returned information.
- 4Pick Agent mail's New Email Received trigger and choose where run reports should go.
- 5Test with one real email that identifies the document or provides useful filtering criteria.
Questions about this workflow
Will it infer a signing status that is not returned?
No. Ask Notis to summarize the available submission data and flag any status detail the result does not provide.
What if the request is too vague?
Include guidance to report what identifying information is needed before searching.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
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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
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