Gather available signature documents for deal review
Pull the documents available for identified submissions into a scheduled review process alongside deal context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Submission Documents
Retrieves a submission’s partially completed documents or final signed documents.
Why this helps
Signed or in-progress documents can be difficult to locate when deal research and signature records are checked separately.
- Retrieve partially filled or final signed documents when available.
- Pair documents with current researched deal context.
- Make it easier to check whether a document is ready for the next step.
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 specified deals with Airtop, identify confirmed Docuseal submission IDs, retrieve their documents, and report unavailable IDs for follow-up.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known in-progress or completed submission and verify the returned document state.
Questions about this workflow
Which documents does this action return?
It returns partially filled documents for in-progress submissions or final signed documents for completed submissions.
Does the workflow archive or alter the documents?
No. The action retrieves documents 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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