Track sent Outlook documents in Docuseal
Move from sending a document to tracking its signature workflow in one step.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
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.
Why this helps
Sent agreements often lack a consistent handoff into the signing system, making follow-up easy to lose.
- Creates a tracked signing handoff
- Reduces post-send administration
- Keeps outbound documents visible
Setup
Build it in a few focused steps.
- 1Connect Outlook and Docuseal once in the Notis portal.
- 2Create an automation for sent messages that contain documents requiring signatures.
- 3Tell Notis to create a Docuseal submission from the qualifying PDF and report the result.
- 4Pick New Sent Message as the trigger and choose a report channel.
- 5Test with one real sent message and PDF.
Questions about this workflow
Does it act on every sent message?
Tell Notis to process only messages whose attachments and context require signatures.
What if the PDF was informational only?
The instruction can exclude documents that do not need a signing workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Docuseal. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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 Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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 Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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