Keep your Docuseal template library easy to navigate
Get a recurring view of the templates behind your document workflows, with filters that help focus the review.
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
Template libraries become harder to navigate when outdated or overlapping documents are difficult to spot.
- Review templates with available search and filter options.
- Find records by name, slug, external ID, folder, or archived status.
- Give document operations a regular, readable inventory.
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 which Docuseal templates to list and what findings to report for your ActiveMerge document work.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real template search.
Questions about this workflow
Does this audit archive or edit templates?
No. It lists templates and reports findings. Archiving or updating requires a separate instruction and action.
Can I narrow the listing?
Yes. The enhanced listing supports filters such as name, slug, external ID, folder, and archived status.
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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