Retire templates your team no longer uses
Clear obsolete templates after a process update so managers choose from current options.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Template
Tool to delete a template by ID.
Why this helps
Retired templates remain visible and can be selected by mistake.
- Reduce template confusion
- Keep choices current
- Prevent outdated agreements
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Documenso in Notis once.
- 2Create an automation named Retire obsolete template.
- 3Tell Notis to delete the confirmed Documenso template identified in the 7shifts process-change request.
- 4Pick notis_webhook and select a report channel.
- 5Test with one confirmed retired template.
Questions about this workflow
Is deletion reversible?
Treat deletion as a permanent cleanup action and confirm the template ID first.
Will existing documents be deleted?
No. This action targets the template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Documenso. A trigger fires from one place; an action lands in another.
7shifts triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Delete Template
Tool to delete a template by ID.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
7shifts and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Documenso.