Handle signature follow-up from your CMS queue
Give Notis a clear follow-up rule and let it resend a Docuseal request when the CMS context and submitter details support the action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Submitter
Updates a submitter, resends a signature request, or marks a submission as signed by API.
Why this helps
A request can remain unsigned because follow-up is easy to lose among other work.
- Review follow-up needs on a schedule.
- Resend only for identified submitters when your stated criteria are met.
- Keep uncertain or unmatched cases in the run report for review.
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, identify follow-up items, specify the submitter lookup and resend criteria, and tell Notis to report unmatched or uncertain cases without action.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real follow-up case and verify the target submitter before relying on repeat runs.
Questions about this workflow
Will it resend every request on each run?
No. State precise eligibility conditions, and have Notis report cases that do not clearly meet them.
What does the action support?
It can update submitter details, update or prefill field values, resend signature request emails, or mark as auto-signed.
Can it safely identify a signer from a CMS item without a link?
Only if your instruction supplies a reliable lookup method. Do not infer a match from incomplete information.
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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