Keep the Docuseal template catalog understandable
Review active and archived templates together so the catalog stays easier to navigate as campaigns change.
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
Old and active templates can blur together, making selection slower and increasing the chance of using an outdated document.
- Search templates with archive status filtering
- Summarize available catalog details
- Make it easier to spot catalog entries needing review
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 template catalog audits.
- 3In one instruction, ask Notis to search templates using the desired archive status and summarize the returned entries.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real audit and confirm the chosen search criteria.
Questions about this workflow
Can this archive templates automatically?
No. This action searches and lists templates. Archiving requires a separate action and a verified template id.
Can I filter by name or folder?
The enhanced list action supports filters including name, slug, external id, folder, and archived status.
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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