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Notis

Make CMS consent content ready to sign

Convert a consent page or notice you identify into a Docuseal HTML request, with the signable fields defined in your instruction.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Submission From HTML

Creates a signature request from HTML content with fillable fields.

Why this helps

Copying consent language into a signing flow can create avoidable rework and missed field requirements.

  • Use specified Agility CMS content as the basis for a one-off HTML request.
  • Define signable fields in the automation instruction.
  • Keep the content source and request creation in one workflow.

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 content, required HTML field tags, signer details, and conditions for creating the request.
  • 4Pick the notis_webhook trigger and choose where run reports go.
  • 5Test with one real consent item and review the generated request before using it.

Questions about this workflow

Does the CMS item automatically include signable fields?

Not necessarily. Tell Notis which fields and signer roles to include, and provide any details that are not in the CMS content.

Is this a reusable Docuseal template?

No. It creates a one-off submission from HTML. Use a template creation workflow if you need a reusable template.

Can the workflow decide which CMS item to use?

Yes, if your instruction describes how to identify it or the webhook request supplies enough context.

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.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

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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