Clear completed signing work from active operations
Apply an explicit archive rule to submissions tied to retired CMS work, and keep uncertain matches in the run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Why this helps
Old signing requests can clutter active work and make current follow-ups harder to spot.
- Archive eligible submissions without permanently deleting them.
- Keep active signing work easier to review.
- Require explicit matching and status criteria before archiving.
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 retired CMS work, specify how to find matching submission IDs and the archive criteria, and ask Notis to report uncertain matches without action.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real eligible submission and confirm it is the intended record before recurring runs.
Questions about this workflow
Does archive permanently delete a submission?
No. Archived submissions are not permanently deleted and can be restored.
Can this archive every old submission?
Only specify a clear cutoff and matching rule. Have Notis report uncertain records for review.
Can it find submissions from the CMS project name alone?
Only if a reliable relationship or lookup is available. Do not assume the submission has a CMS project identifier.
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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