Get a scheduled review of Docuseal submissions
Start your review with a concise view of submissions and their available status details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Lists existing document submissions.
Why this helps
Signing requests can be easy to lose track of when checking submission status means opening Docuseal and scanning the list manually.
- Bring submission review into a recurring routine.
- Summarize returned submission details for faster scanning.
- Reduce manual trips into Docuseal to see what is in progress.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Docuseal submissions and summarize their returned status details for review.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real review and confirm the summary is useful.
Questions about this workflow
Can the summary identify which requests are overdue?
Only if the returned submission data includes relevant dates and you provide the rule for what counts as overdue. The workflow cannot assume a deadline that is not available.
Can I limit the review to a particular document?
Ask Notis to use a document filter if supported by the action. Otherwise, the review is based on the submissions returned by Docuseal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Docuseal. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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