Review the details of a template before using it
A scheduled check can retrieve metadata for a known Docuseal template so the team can review the intended agreement before sending it.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves a template’s details.
Why this helps
A template name alone may not give enough context to confidently choose a document for a credential program.
- Retrieve metadata for a specific known template.
- Review template details in the context of program follow-ups.
- Catch template selection questions before creating submissions.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docuseal once in Notis.
- 2Create an automation to retrieve details for the template used by a credential program.
- 3Pick a recurring Notis schedule.
- 4Choose where run reports should go, then test with one known template ID.
Questions about this workflow
Will this search for a template by name?
No. This action retrieves a specific template by its unique identifier.
Does retrieving details change the template?
No. It reads template details for review.
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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