Create a Docuseal signing request from campaign paperwork
When campaign work calls for a one-off agreement, pass the signal and PDF to Notis to start the signing flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Why this helps
A one-off document tied to campaign work can get stuck between spotting the need, locating the PDF, and setting up a signature request.
- Starts one-off signing from a supplied PDF.
- Keeps the campaign context with the document handoff.
- Avoids creating a reusable template for a document used once.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the incoming PDF and recipient details to create a Docuseal submission, and to report missing information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Send one real PDF example through the webhook and verify the submission.
Questions about this workflow
Does this workflow create a reusable template?
No. It creates a one-off submission from a supplied PDF.
What must the webhook provide?
It needs to provide or identify the PDF and the recipient details required by the signing request. Notis should flag missing inputs.
Does AimTell send the PDF automatically?
The workflow can only use a PDF included or made available through the incoming request or connected data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Docuseal. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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