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Review Docuseal submitters when a spreadsheet metric changes

Use a meaningful change in your sheet as a prompt to review the current Docuseal submitter roster.

Trigger

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

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

A changing operational metric can signal that a review is needed, but the related Docuseal roster is easy to forget.

  • Tie a roster review to a real aggregate change
  • Retrieve current submitter records for context
  • Keep the result in a run report

Setup

Build it in a few focused steps.

  • 1Connect Google Sheets and Docuseal once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to list Docuseal submitters and summarize the roster when the watched metric changes.
  • 4Pick Aggregate Metric Changed and choose where run reports should go.
  • 5Test with a real metric change and confirm the returned roster is summarized.

Questions about this workflow

Can it add or remove submitters?

No. The available action retrieves the submitter list; it does not manage submitter records.

What should the metric represent?

Choose an aggregate in Sheets that signals a useful roster review, such as a count you already track.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Google Sheets to Docuseal. A trigger fires from one place; an action lands in another.

Google Sheets triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Tool to archive a specific template by its unique identifier. use after verifying the template id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Aggregate Metric Changed

Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.

TriggerPolling

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.

ActionInstant

Cell Range Values Changed

Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.

TriggerPolling

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.

ActionInstant

Conditional Format Rule Changed

Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

Get Template

Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.

ActionInstant

Data Validation Rule Changed

Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

List Submissions

Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.

ActionInstant

Developer Metadata Changed

Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.

TriggerPolling

List Submitters

Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.

ActionInstant

Filtered Range Values Changed

Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.

TriggerPolling

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.

ActionInstant

Connect any two apps with Notis in the middle.

Google Sheets and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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