Get signer details without searching through requests
Retrieve the signer information you need for a CMS-related task using a specific Docuseal submitter ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Submitter
Retrieves a submitter’s details, completed fields, documents, and submission status.
Why this helps
Finding one signer's status and details can require opening several requests and switching between tools.
- Retrieve detailed information for a specific submitter.
- Summarize signer status and available field values for the CMS task.
- Use a known identifier to reduce ambiguity.
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 task and provide the Docuseal submitter ID or a reliable way to find it, then specify which details to report.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real submitter and verify the details belong to the intended person and task.
Questions about this workflow
Can this retrieve a submitter from a name alone?
The listed action retrieves a submitter by ID. Supply the ID or a reliable lookup process.
What information can it return?
It can retrieve submitter details including documents, field values, submission events, and status.
Does it update the submitter?
No. It retrieves details for reporting. Updating or resending requires a different action.
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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