Tidy completed project records after closure
Once a project is confirmed closed, archive the related submissions to keep active signing work easier to scan.
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 submissions can clutter the active view and make current follow-ups harder to find.
- Reduce clutter in active submission views.
- Require a verified closure signal and submission ID.
- Keep archived submissions restorable.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to research the specified closure source with Airtop, identify related confirmed submission IDs, and archive only records that meet the stated closure rule.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one closed project and verify the submission ID before archiving.
Questions about this workflow
Are archived submissions deleted?
No. Archived submissions are not permanently deleted and can be restored.
Can it archive records based on an inferred closure?
Set a clear closure signal and require a confirmed submission ID. Ambiguous cases should be reported for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docuseal. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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