Prepare signing details for an Agiled review
Bring the current submission facts into a focused review before your next project check-in.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submission
Retrieves detailed information about a submission, including its status and documents.
Why this helps
Preparing a contract review means opening records in separate places and piecing together status and signer context.
- Retrieve full details for specified submissions.
- Summarize signer, document, status, and event information when available.
- Call out missing information rather than filling gaps.
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 retrieve details for the specified Docuseal submissions and prepare a review with the Agiled context and questions you name.
- 4Pick the notis_cron schedule and choose where run reports should go.
- 5Test with one real submission and confirm the returned details support the review.
Questions about this workflow
Does this download the signed documents?
No. It retrieves submission details. Use the separate documents action when you need the files.
Can it summarize events not returned by Docuseal?
No. It should summarize only available details and identify any missing information.
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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