Bring signing sessions into your follow-up routine
Review signing sessions on a schedule and make the next client follow-up easier to spot.
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
Signature follow-up can slip when client work and project tasks are spread across a busy week.
- Retrieve signing sessions for a recurring review.
- Use supported status or signer email filters when relevant.
- Make client document follow-up easier to include in routine operations.
Setup
Build it in a few focused steps.
- 1Connect Agiled and DocsAutomator once in the Notis portal.
- 2Create an automation in Notis and specify the signing sessions you want it to retrieve.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Test one real run and check that the returned sessions support your follow-up routine.
Questions about this workflow
Can I filter to a signer or status?
Yes. The DocsAutomator action supports optional filtering by status or signer email and returns paginated results.
Does this send reminders to signers?
No. This workflow lists signing sessions for review. It does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docsautomator. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docsautomator, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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