Review your Docuseal signer roster on a schedule
Bring the submitter roster into a simple recurring review so you can spot records that deserve attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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 information can be difficult to review when it is only checked during an active document workflow.
- Creates a regular view of Docuseal submitters.
- Lets you apply review criteria you define in the instruction.
- Cuts down the effort of opening and browsing the roster manually.
Setup
Build it in a few focused steps.
- 1Connect Docuseal once in the Notis portal; connect HubSpot too if your review instructions need HubSpot context.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to list submitters and summarize the returned information using criteria you provide.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report is clear.
Questions about this workflow
Does the roster include every HubSpot contact?
No. This action lists Docuseal submitters. It does not retrieve HubSpot contacts.
Can I ask for a comparison over time?
Provide the earlier roster or baseline yourself if you want Notis to compare changes over time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Docuseal. A trigger fires from one place; an action lands in another.
Hubspot 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
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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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.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
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.
Hubspot and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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