Start signing from published CMS PDFs
Give Notis a schedule and a clear rule for finding the published PDF, and it can prepare a Docuseal one-off request when the inputs are ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Why this helps
A published PDF can be easy to overlook when it still needs to be sent out for signing.
- Check for a specific published PDF on a recurring schedule.
- Create a one-off request without requiring an existing Docuseal template.
- Avoid sending when a necessary file or signer detail is missing.
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 and PDF to check, specify the signer details and request message, and say to report missing inputs without creating a request.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real published PDF and verify the resulting request.
Questions about this workflow
Does this run as soon as an item is published?
No. It checks on the recurring schedule you choose. Agility CMS has no listed trigger events for this package.
What if the CMS item has no signer email?
Tell Notis to report the missing detail and skip request creation until you supply it.
Does this need a Docuseal template?
No. The selected action creates a one-off submission from a PDF.
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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