Move qualified website leads straight to signature
Let Agenty spot the opportunity and Notis start the Docuseal signing workflow, so a promising lead does not wait in your inbox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
Copying lead details into a signing request creates delay and makes follow-up easy to lose.
- Start signing while a lead is still engaged.
- Reduce repetitive copying between browser research and document workflows.
- Keep the request based on a template you have already selected.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation and describe how Agenty's webhook should lead to a Docuseal request from your selected template.
- 3Pick the Notis webhook trigger and choose where run reports go.
- 4Test with one real lead and confirm the right template and signers are used.
Questions about this workflow
Does this workflow choose a Docuseal template for me?
Tell Notis which existing template to use in the automation instruction. The workflow does not invent a template or signer details.
What starts the workflow?
An HTTP request to the Notis webhook starts it. Configure your Agenty workflow to send that request when it finds the lead.
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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