Update the document inside a prospect template
Keep a reusable agreement current by changing its source document when your approved document content changes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Documents
Adds, removes, or replaces documents in an existing template.
Why this helps
A stale agreement can linger in a template and get reused because replacing the underlying document takes a separate, easy-to-miss step.
- Adds, removes or replaces documents within an existing template.
- Supports supplied PDF, DOCX or HTML content.
- Keeps future prospect requests aligned with updated source material.
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, provide the confirmed template ID, the approved document content and whether to add, remove or replace documents.
- 4Choose the webhook trigger and select where Notis should send run reports.
- 5Test with one confirmed template and verify its document structure after the update.
Questions about this workflow
What content formats are supported?
The action description supports PDF or DOCX files and HTML content.
Can it remove an existing document?
Yes. It can add, remove or replace documents in a template.
Should I update a template based on unverified lead details?
No. Use approved document content and a confirmed template ID; Aeroleads prospect context can inform the workflow but should not supply unverified contract terms.
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
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