Review signers when a policy need comes up
When a discussion points to a document workflow, bring the Docuseal signer roster into view for a deliberate check.
Trigger
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Action
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
Why this helps
Signer coordination can be missed when a policy need first appears in a busy discussion thread.
- Turns a discussion cue into a roster review.
- Makes signer coordination easier to notice.
- Leaves audience decisions grounded in supplied criteria.
Setup
Build it in a few focused steps.
- 1Connect Canvas and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to list Docuseal submitters when a message identifies a policy workflow and report only the criteria you specify.
- 4Pick the New Canvas Discussion Message trigger and choose where run reports go.
- 5Test with one real discussion message.
Questions about this workflow
Does this send a document to everyone on the roster?
No. The selected action only retrieves the submitter list.
Can Notis tell which submitters should sign?
Only when your criteria or the returned data establish that relationship. The workflow should report uncertainty where a match is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Canvas to Docuseal. A trigger fires from one place; an action lands in another.
Canvas triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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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.
New Canvas Assignment Submission
Polls Canvas for new submissions to a specific assignment.
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Tool to create a template from html content. use when you need to define a reusable document template directly from html input.
New Canvas Discussion Message
Polls Canvas discussion topics for new messages.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
New Canvas Discussion Topic
Polls a Canvas course for new discussion topics.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
New Course Created for User
Polls Canvas for newly created courses for a specific user.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
New Canvas File Upload
Polls a Canvas course for new file uploads.
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.
Canvas and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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