Review the details for a flagged Docuseal signer
Pull the relevant submitter record into a focused workflow, so a signer question does not require hunting through multiple screens.
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
Signer questions are hard to resolve quickly when details, filled fields, and status are spread across a submission.
- Retrieve submitter details by ID.
- Review filled field values, documents, events, and status when available.
- Reduce manual navigation during signer follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation that retrieves details for the Docuseal submitter ID supplied by Agenty and reports the relevant information.
- 3Pick the Notis webhook trigger and choose where run reports go.
- 4Test with one real submitter ID and verify the details match the signer in question.
Questions about this workflow
Can this locate a signer by email?
This action retrieves a submitter by ID. Use the submitter list to locate a record when you do not already have the ID.
Does this modify the signer record?
No. It retrieves the record for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docuseal. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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