Create Docuseal templates from WhatsApp requests
Turn a clear document request into a reusable template, without switching from chat to rebuild the same document by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Document requests arrive in chat, then get lost while you copy details into a separate template editor.
- Capture template requests where they arrive.
- Reuse supplied, approved content as an HTML template.
- Reduce manual copying between chat and eSignature setup.
Setup
Build it in a few focused steps.
- 1Connect 2chat and 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 use the incoming WhatsApp request and its supplied document content to create a Docuseal HTML template; ask it to pause if required content is missing.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real request that includes the document content you want used.
Questions about this workflow
Does this create a signature request too?
No. It creates a reusable template from supplied HTML content. This workflow does not create a submission or send it for signature.
What if the message does not include document content?
Tell Notis to flag the missing content in its report instead of inventing terms or creating a template from incomplete details.
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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