Review your Docuseal templates every week
Get a regular snapshot of the templates your team can use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Why this helps
Template sprawl grows quietly until nobody knows which document is current.
- Creates a predictable review rhythm
- Makes clutter visible
- Reduces time spent searching
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Docuseal once in Notis.
- 2Create an automation for a weekly template inventory.
- 3Tell Notis to list Docuseal templates and summarize naming or organization issues.
- 4Pick the notis_cron trigger and choose where reports go.
- 5Test with one immediate run before relying on the schedule.
Questions about this workflow
Does 0CodeKit need to produce a file for this?
No. The scheduled workflow can review the Docuseal template list directly.
Can the report call out likely duplicates?
Yes. Ask Notis to identify similar names for your review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Docuseal. A trigger fires from one place; an action lands in another.
0CodeKit 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.
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.
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.
0CodeKit and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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