Keep partner signing contacts easier to review
See a concise roster view for partner work you identify in Agility CMS, using the submitter information Docuseal provides.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submitters
Lists submitters across document submissions.
Why this helps
Partner signing contacts can be scattered across requests, making it harder to prepare a clean handoff.
- Retrieve the Docuseal submitter list for review.
- Summarize relevant contacts against the CMS context you provide.
- Make roster review a scheduled, repeatable task.
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 partner work and tell Notis how to summarize relevant submitters from the available roster.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real partner workflow and confirm the roster summary is appropriately scoped.
Questions about this workflow
Does the roster action filter by CMS partner?
The listed action retrieves a list of submitters. Your instruction should explain how to identify relevance from available information.
Will it add or update contacts?
No. This workflow retrieves and summarizes the roster.
What if submitters lack a partner identifier?
Have Notis report the uncertain matches instead of inferring a connection that the data does not provide.
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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