Create one onboarding packet for a new location
Give a new location one coherent packet instead of a chain of separate documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Merge Templates
Tool to merge multiple templates into one with a new name. use when you have multiple template ids and want to combine them into a single document.
Why this helps
New location onboarding fragments across multiple files and follow-up threads.
- Create one packet
- Reduce repeated handoffs
- Give new teams a clearer start
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Docuseal once in the Notis portal.
- 2Create an automation named New location onboarding packet.
- 3Tell Notis to merge the supplied Docuseal template ids into a named onboarding packet for the new location context.
- 4Choose the notis_webhook trigger and select a report channel.
- 5Test with one real location onboarding request and review the run report.
Questions about this workflow
What must the request include?
Provide the approved template ids and the new location context.
Does merging send the packet for signature?
No. It creates a merged template for a later submission step.
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.
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.
7shifts and Docuseal, 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 Docuseal.