See signing sessions for one client contact
Pull the signing sessions for a specific signer into a routine follow-up view.
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
Finding one client's pending signing activity in a broad follow-up list creates unnecessary review work.
- Retrieve sessions filtered by signer email.
- Focus review on one client contact's signing activity.
- Make follow-up preparation easier to fit into a schedule.
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 signer email whose sessions should be listed.
- 3Choose a recurring schedule as the trigger and select where run reports should go.
- 4Test with one real signer email and confirm the results are relevant.
Questions about this workflow
Can the workflow show only completed or pending sessions?
The action supports an optional status filter as well as signer email. Include the desired status in the instruction if needed.
Does it email the signer?
No. It lists signing sessions for review and follow-up planning.
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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