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Notis

Clear reviewed submissions from your active list

Move a completed or otherwise reviewed submission out of the active view, while keeping it restorable if needed later.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

Why this helps

A growing list of old submissions makes current signing work harder to track.

  • Reduce clutter in the active submission list.
  • Keep archived records restorable rather than permanently deleted.
  • Confirm the submission identifier before taking action.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Docuseal once in Notis.
  • 2Create an automation that archives a specified submission only after confirming its unique ID and readiness.
  • 3Pick a recurring Notis schedule and choose where run reports go.
  • 4Test by reviewing one real submission record and verify its ID before archiving.

Questions about this workflow

Does archiving delete the submission?

No. Archived submissions are not permanently deleted and can be restored.

How does the workflow know which submission is ready?

Provide a verified submission ID and explicit readiness instruction. Use submission details or a list review to confirm before archiving.

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.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

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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