Make generated HTML reusable as a Docuseal template
Turn a prepared document layout into a template you can use again for signature requests.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Template from HTML
Creates a fillable document template from HTML.
Why this helps
Repeatedly preparing the same document layout for signing creates avoidable setup work.
- Create a reusable template from HTML content.
- Reduce repeated document setup for recurring agreements.
- Keep template creation tied to the workflow that produces the HTML.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a Docuseal template from the HTML supplied by ActiveMerge.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real HTML document.
Questions about this workflow
Does this create a signature request too?
No. It creates a reusable template. Use a separate submission workflow when you are ready to send it for signing.
Can I create a template without HTML?
This workflow uses the HTML content supplied by ActiveMerge. Other Docuseal template actions support different document formats.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Docuseal. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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