Find campaign templates by the details you know
Search the template catalog by a familiar campaign name or identifier and get a concise set of matches.
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
A large template list makes it hard to find the right campaign agreement from memory alone.
- Search by supported template name and identifiers
- Summarize matching results for quick selection
- Reduce manual scanning of the whole catalog
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 lookup.
- 3In one instruction, ask Notis to search templates using a supplied name, folder, slug, or external id and summarize the matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real campaign term and verify the matches in Docuseal.
Questions about this workflow
Can a webhook provide the search term instead of a schedule?
This workflow is configured with a recurring schedule. A webhook is another available Notis-native trigger if you want lookup on request.
Will the search select and send a template automatically?
No. It finds and summarizes templates. A person or a clearly defined instruction must choose an appropriate template before a submission is sent.
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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