Keep campaign template names current
Reflect a campaign naming or filing change in Docuseal without manually hunting through template settings.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s properties, including its folder, name, roles, or archive status.
Why this helps
Outdated template names and folders make it harder to pick the right agreement under time pressure.
- Update a specified template's name
- Move a template to a supplied folder
- Keep campaign agreement organization aligned
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 updates.
- 3In one instruction, tell Notis which verified template id to update and provide the intended name or folder.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real template and confirm the updated details.
Questions about this workflow
Can the workflow update a template based on a vague description?
No. Supply a verified template id and the intended name or folder change.
Does this change the document itself?
No. The listed action updates template details such as name and folder. Document changes use a separate action.
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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