Gather signed documents for a CMS campaign
Let Notis check for completed submissions and retrieve the documents needed for the campaign handoff you specify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submission Documents
Retrieves a submission’s partially completed documents or final signed documents.
Why this helps
Final signed documents can be overlooked after the signing status changes to complete.
- Retrieve documents for a specified Docuseal submission.
- Use a recurring check to surface completed submissions tied to a campaign.
- Reduce manual hunting for final signed files.
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 the CMS campaign, explain how to find completed submission IDs, and specify where the retrieved documents should be made available if supported.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real completed submission and confirm the documents are the expected final files.
Questions about this workflow
Does this action find submissions by itself?
No. It retrieves documents for a submission, so the instruction needs a reliable way to identify the submission ID.
Will it retrieve final signed documents?
The action returns partially filled documents for in-progress submissions or final signed documents when completed.
Does this publish the documents back to Agility CMS?
The listed action retrieves documents. Do not assume it uploads or publishes them to the CMS.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.