Adapt a proven template for a new campaign
Start from an existing agreement and make a campaign-specific copy with the details supplied in the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template (v2)
Clones an existing template into a new template.
Why this helps
A new campaign can trigger repetitive template setup even when a proven agreement already exists.
- Reuse an existing template as a starting point
- Apply a campaign-specific name or folder
- Optionally set an external id for the copy
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 copies.
- 3In one instruction, tell Notis which verified template to clone and provide the desired name and any folder or external id.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real template and verify the new copy's details.
Questions about this workflow
Can this action locate the source template by itself?
The action clones an existing template by id. Provide or verify the template id before using it.
Can the copy go in a different folder?
Yes. The listed version supports an optional folder and external id along with a custom name.
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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