Archive completed signing records at closeout
Clear completed signature work from active handling when an Agiled closeout says it is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Why this helps
Completed signing records can remain mixed into active work, adding noise during project reviews.
- Use closeout context to identify records for archiving.
- Require a submission identifier before acting.
- Keep archiving tied to explicit eligibility criteria.
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 ask Notis from any channel.
- 3In one instruction, tell Notis to archive only the Docuseal submission whose unique identifier is supplied and whose closeout criteria are met; have it stop if either is unclear.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one eligible real submission and verify its identifier before archiving.
Questions about this workflow
Does archiving permanently delete a submission?
No. Archived submissions are not permanently deleted and can be restored.
Can the automation infer which submission to archive?
It should use a supplied unique identifier and explicit eligibility criteria. It should stop when either is missing or 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.
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.
Agiled and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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