See which deal agreements may need attention
Bring signing activity into a recurring review so pending agreements are easier to spot and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Lists existing document submissions.
Why this helps
Signing requests can remain pending while deal owners assume someone else is watching them.
- Lists available DocuSeal submission activity for review.
- Pairs results with Agile CRM context when that context is supplied.
- Highlights records that need human follow-up without inventing statuses.
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 list recent DocuSeal submissions and summarize status against the Agile CRM deal context you provide.
- 4Pick notis_cron and choose a recurring schedule for the review.
- 5Choose a report channel and test with one real submission and its deal context.
Questions about this workflow
Can this automatically identify every deal's submission?
Only when matching identifiers or context are available from the connected data or supplied in the automation. Otherwise, Notis should report the missing match rather than guess.
Does the workflow resend or change signing requests?
No. It lists submissions and prepares a review. Resending or updating a submitter would require a separate instruction and action.
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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