Confirm the details of a campaign template
Check the selected template's available metadata before starting a campaign signing workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves a template’s details.
Why this helps
Starting from an unverified template can waste time and cause teams to use the wrong agreement.
- Retrieve metadata for one specified template
- Confirm details before creating a submission
- Reduce uncertainty around template selection
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Docuseal once in the Notis portal.
- 2Create an automation in Notis and name it for campaign template checks.
- 3In one instruction, tell Notis to retrieve the template identified by the supplied unique id and summarize its details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real template id and confirm the returned metadata.
Questions about this workflow
What does the lookup require?
It requires the unique identifier of the Docuseal template.
Does this create a signature request?
No. It retrieves template details. Use a submission action to send a template for signing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Docuseal. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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