Send agreements when Agile CRM leads are ready
Move a deal from qualified to signature without retyping contact details or losing the next step.
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
Qualified prospects can wait while someone copies CRM details into a separate signing tool.
- Reduces manual handoffs between sales and document signing.
- Starts signing from a chosen DocuSeal template when the webhook arrives.
- Keeps the automation outcome and exceptions visible in run reports.
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 your chosen DocuSeal template and send it to the qualified lead using the available CRM details.
- 4Pick notis_webhook as the trigger and configure the Agile CRM event to call its URL when a lead is qualified.
- 5Choose a report channel and test with one real qualified lead.
Questions about this workflow
Does Agile CRM provide a built-in trigger here?
No. Agile CRM has no listed trigger events for this workflow, so a notis_webhook starts it when Agile CRM sends an HTTP request.
What needs to be available to send the request?
Provide or make available the DocuSeal template to use and the lead's required signer details. Notis can only use data supplied in the request or otherwise available to it.
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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