Turn approved CMS contracts into signature requests
Move an approved contract from Agility CMS to Docuseal with one clear instruction, then get a run report where you want it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
Approved contracts can sit in the CMS while someone remembers to find a template, prepare the request, and send it.
- Create signature requests from an existing Docuseal template.
- Keep the approved CMS item and signer instructions together in one run.
- Reduce manual handoffs between content approval and signature.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, tell Notis how to identify approved contract content, which Docuseal template to use, and which signer details to use or request.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real approved item and confirm the request details before relying on the workflow.
Questions about this workflow
Does Agility CMS provide the trigger for this workflow?
No. Start it with a Notis webhook, which receives an HTTP request. Your instruction should tell Notis how to find and check the relevant CMS item.
Can this create a template if I do not already have one?
This workflow uses an existing Docuseal template. Create or select a suitable template before relying on it.
Where do signer details come from?
Specify a trusted source in your instruction or provide the details with the webhook request. Do not assume the CMS item contains them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docuseal. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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