Get a recurring Docuseal template catalog
Make your available templates easier to scan with a periodic list and summary from Docuseal.
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
Finding the right reusable template can interrupt work when the catalog is not easy to review.
- Review available templates on a recurring schedule.
- Get a compact summary of the returned catalog.
- Spend less time searching for a reusable document.
Setup
Build it in a few focused steps.
- 1Connect Docuseal once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to list Docuseal templates and organize the returned names and available details into a concise catalog.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and check that the catalog reflects the templates returned.
Questions about this workflow
Will the catalog include archived templates?
The list action returns results according to its available filters and response. Ask Notis to note if the response does not identify archived status.
Can this rename or archive a template?
No. This workflow lists templates for reference and does not change them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Docuseal. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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