Retire location templates cleanly
Remove obsolete location forms from daily choices after a confirmed closure.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Why this helps
Retired location templates remain visible and invite accidental reuse.
- Reduce obsolete choices
- Keep the library cleaner
- Tie cleanup to a confirmed closure request
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docuseal once in the Notis portal.
- 2Create an automation named Retired location template archive.
- 3Tell Notis to archive the supplied Docuseal template id after checking the closure context in the webhook request.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one confirmed retirement and review the run report.
Questions about this workflow
What prevents the wrong template from being archived?
The workflow requires a specific template id and a confirmed closure context.
Can archived templates be restored here?
This workflow only archives the template.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Docuseal. A trigger fires from one place; an action lands in another.
7shifts 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.
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Connect any two apps with Notis in the middle.
7shifts and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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