Find the Docuseal template a prospect needs
Reduce the time spent searching for the right signing template before a prospect is ready to move forward.
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
When templates are hard to find, a simple next step turns into a distracting search across documents and folders.
- Searches templates using available filters.
- Pairs supplied prospect needs with relevant template metadata.
- Helps prepare the next signing step without opening templates one by one.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Docuseal once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, or use Automations, New Automation in the portal.
- 3In one instruction, describe the prospect need and the template search criteria Notis should use, and ask it to report candidates rather than guess when uncertain.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with a real prospect need and verify the selected template against its details.
Questions about this workflow
What can the enhanced template search filter by?
The action supports searching by name, slug, external ID, folder or archived status, along with pagination.
Does this workflow send a request?
No. It searches for template candidates. Use a separate workflow to create a submission after confirming the right template.
Will Aeroleads trigger the search when a lead appears?
Aeroleads has no listed trigger events, so this workflow runs on a recurring Notis schedule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Docuseal. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.