Send service agreements after Airtop qualifies a lead
Move from a completed web intake to a ready-to-sign agreement without rebuilding the lead record by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Submission
Creates and sends signature requests from an existing template.
Why this helps
Qualified prospects can wait while someone copies their details into a contract and starts a signature request.
- Reduce copying between lead research and contract preparation.
- Catch missing signer details before sending.
- Keep the agreement step close to the qualification workflow.
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 use Airtop-collected lead details to create and send the matching Docuseal service agreement, asking for review if required signer details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead and confirm the template, signer, and request details.
Questions about this workflow
Does Airtop start this automation automatically?
Airtop has no listed trigger event here. Use a Notis webhook that an Airtop workflow or another authorized caller invokes when lead details are ready.
What if the lead data is incomplete?
Instruct Notis to flag missing required details for review instead of creating an incomplete signature request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.