Make signature follow-up easier to review
Get a regular view of Docuseal submissions so you can see which signing conversations may need attention.
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
Signature requests and sales follow-up live in separate places, making it easy to miss a document that needs a nudge.
- Brings Docuseal submissions into a regular review routine.
- Can organize the report around deal or contact references supplied by you.
- Reduces the effort of remembering to check signing activity.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to list submissions and summarize useful follow-ups; supply any HubSpot deal or contact references needed for comparison.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Can this identify the current signing status?
The available action lists submissions. Ask Notis to summarize information returned by that action, and confirm the returned data includes the status you need.
Can it match each submission to a HubSpot deal automatically?
Only if the needed reference is available in the returned data or supplied in your instruction. The listed action does not provide a HubSpot lookup.
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.
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.
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
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.
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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