Search templates before preparing credential paperwork
A scheduled review can search Docuseal's enhanced template list using the credential context available from Accredible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates (Enhanced)
Lists available document templates.
Why this helps
A growing template library makes it harder to find the right signing document when handling credential follow-ups.
- Search templates using supported name, slug, external ID, folder or archived filters.
- Use credential details to guide the search where those details are available.
- Get the findings in a run report before sending documents.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docuseal once in Notis.
- 2Create an automation to search for Docuseal templates relevant to credential follow-ups.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go, then test with a real credential and a known template.
Questions about this workflow
Does the action create or send a document?
No. It searches and lists templates. A separate action is needed to create a submission.
Which search filters are supported?
The enhanced template list supports filtering by name, slug, external ID, folder, and archived status.
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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