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Get a Regular Summary of Docuseal Submissions

Bring signing activity into a scheduled report so you can review document follow-ups without repeatedly checking Docuseal.

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

Signing activity spread across documents can be hard to keep in view during a busy week.

  • Review submissions in a predictable run report.
  • Reduce repeated manual checks for signing activity.
  • Ask Notis to call out follow-ups using information present in returned submissions.

Setup

Build it in a few focused steps.

  • 1Connect Docuseal once in the Notis portal.
  • 2Create an automation and describe how to summarize returned submissions and identify follow-ups from available information.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where run reports should go.
  • 5Run a test and review which submission details are available.

Questions about this workflow

Can the report identify overdue signatures?

Only if the returned submission data includes the dates or status needed to determine that. Specify any required deadline or baseline in your instruction.

Does this workflow send reminders to signers?

No. The selected action lists submissions; it does not send signature reminders.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Stripe 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

Charge Failed Trigger

Triggered when a direct charge fails in Stripe's legacy Charges API

TriggerInstant

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

Checkout Session Completed Trigger

Triggered when a checkout session is completed in Stripe

TriggerInstant

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

Invoice Payment Succeeded Trigger

Triggered when an invoice payment is successful in Stripe

TriggerInstant

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

Payment Intent Failed Trigger

Triggered when a payment intent fails in Stripe

TriggerInstant

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

Product Created Trigger

Triggered when a product is created in Stripe

TriggerInstant

List Submitters

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

ActionInstant

Subscription Added Trigger

Triggered when a subscription is added in Stripe

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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