Review Docuseal submissions on a steady schedule
Get a scheduled snapshot of Docuseal submissions so active signing work is easier to scan and follow up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
Why this helps
Signing work can disappear from view when its status lives in a separate app from the rest of the week’s planning.
- Create a regular moment to review signing work.
- Surface submission details from Docuseal in a report channel you already use.
- Reduce the effort of remembering to check a separate dashboard.
Setup
Build it in a few focused steps.
- 1Connect Docuseal once in the Notis portal.
- 2Create an automation instructing Notis to list submissions and summarize the items that may need follow-up.
- 3Pick a recurring schedule as the trigger.
- 4Choose where to receive the report.
- 5Test with one real run and confirm the summary is useful.
Questions about this workflow
Can it only include a date range?
The listed action supports pagination and document filtering. State the desired scope in your instruction and confirm the available data supports it.
Will this send reminders to signers?
The listed Docuseal action retrieves submissions. It does not send signer reminders.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Docuseal. A trigger fires from one place; an action lands in another.
Box triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Clone Template
Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create Submission From PDF
Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Create Template from HTML
Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
Box and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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