Turn an Agile CRM agreement PDF into a signing request
Send a prepared agreement PDF into a signing flow without rebuilding it as a reusable template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Why this helps
One-off agreements often get stuck between a CRM record, a file, and a manual upload.
- Starts a one-off signature workflow from a supplied PDF.
- Avoids creating a template for a document used only once.
- Keeps signer and file exceptions visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and DocuSeal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the PDF and signer details supplied with the request to create a DocuSeal submission.
- 4Pick notis_webhook and configure Agile CRM to send the request when the agreement is ready.
- 5Choose a report channel and test with one real PDF and signer.
Questions about this workflow
Does the webhook create the PDF?
No. The workflow uses a PDF supplied with the request or otherwise available to Notis. It does not imply that Agile CRM generates or attaches one.
Can this use custom field values?
Yes, if the needed values are provided and supported by the submission action. Test with a real example to confirm the document and signer details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Docuseal. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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