Prepare a named template variant for each credential program
Clone a known template with a program-specific name or organization so related agreements stay organized in Docuseal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template (v2)
Clones an existing template into a new template.
Why this helps
Using one generic template for distinct credential programs can make document ownership and retrieval harder to manage.
- Clone a known Docuseal template for a program-specific variant.
- Set an optional custom name, folder, or external ID.
- Keep a reusable agreement source while organizing program documents.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docuseal once in Notis.
- 2Create an automation to clone the selected template for the credential program.
- 3Pick the Notis webhook trigger and send a representative program event.
- 4Choose where run reports should go, then test with a known template ID and desired variant details.
Questions about this workflow
Does the workflow need a template ID?
Yes. The source template must be identified before it can be cloned.
Can the clone go in a different folder?
The action supports an optional folder and external ID, along with an optional custom name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docuseal. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Archives a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Submission
Archives a submission, which can be restored and is not permanently deleted.
Create Submission From PDF
Creates and sends a one-off PDF submission for electronic signature.
Clone Template (v2)
Clones an existing template into a new template.
Create Template from HTML
Creates a fillable document template from HTML.
Create Submission
Creates and sends signature requests from an existing template.
Get Template
Retrieves a template’s details.
Create Submissions From Emails
Creates a submission for a template and sends each recipient a unique signing link.
Connect any two apps with Notis in the middle.
Accredible certificates and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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