Keep signing follow-up from slipping through the cracks
Get a scheduled view of signing sessions so pending documents are easier to notice and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Signing Sessions
Lists signing sessions.
Why this helps
Signing status can be easy to overlook when it lives outside the usual customer workflow.
- Review returned signing session statuses on a recurring schedule.
- Make pending follow-up more visible.
- Optionally narrow the request by status or signer email when that information is known.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocsAutomator once in the Notis portal.
- 2Create an automation in the portal or tell Notis the outcome in plain language.
- 3Ask Notis to list signing sessions and summarize the returned statuses, adding a status or signer email filter if useful.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and verify that the report makes follow-up clear.
Questions about this workflow
Can the workflow find sessions for a specific signer?
The action supports optional filtering by signer email. Provide the email in your instruction if you want that filter applied.
Will it send reminders to signers?
This action lists signing sessions. It does not send signing reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docsautomator. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Docsautomator actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Automation
Creates a document automation.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Automation
Permanently deletes an automation and all associated data; this cannot be undone.
Duplicate Automation
Duplicates an automation, appending “COPY” to the copy’s title.
Get Automation Details
Retrieves details about an automation, including its configuration and template.
Get Queue Statistics
Retrieves current document generation queue statistics for the workspace.
List Automations
Lists automations in the workspace with their basic details.
List Signing Sessions
Lists signing sessions.
Send Test Email
Sends a test email with a sample PDF attachment to check email delivery.
Connect any two apps with Notis in the middle.
Agile CRM and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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