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Notis

Keep signer details current from Agiled updates

Carry a verified client correction into the active signing request with less re-entry.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Update Submitter

Updates a submitter, resends a signature request, or marks a submission as signed by API.

Why this helps

A changed email or signer detail can leave an active request pointing to outdated information.

  • Carry verified client changes into a specified submission.
  • Resend a request when the instruction explicitly asks.
  • Avoid acting on ambiguous signer matches.

Setup

Build it in a few focused steps.

  • 1Connect Agiled and Docuseal once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis from any channel.
  • 3In one instruction, tell Notis which supplied Agiled client changes to apply to the identified Docuseal submitter, and whether to resend; require a clear submitter identifier.
  • 4Pick the notis_webhook trigger and choose where run reports should go.
  • 5Test with one real, low-risk correction and verify the submitter details and requested action.

Questions about this workflow

Will every client update trigger a resend?

No. The instruction should state when a resend is requested. A resend should not be inferred from a routine detail change.

What if there are multiple possible submitters?

Provide a unique submitter identifier or a reliable matching key. The automation should stop if the match is ambiguous.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Docuseal. A trigger fires from one place; an action lands in another.

Agiled triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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