Make prospect templates easier to recognize
Keep recurring agreements easier to find by giving a confirmed template a clear name or folder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Template
Updates a template’s properties, including its folder, name, roles, or archive status.
Why this helps
Unclear template names and inconsistent folders slow down the moment when you need to select the right document.
- Updates a specific template's name or folder.
- Makes the intended prospect document easier to identify.
- Supports periodic cleanup of template organization.
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 and the exact new name or folder, using prospect workflow context to explain the organization need.
- 4Choose a recurring schedule and select where Notis should send run reports.
- 5Test with one confirmed template ID and verify its updated details.
Questions about this workflow
What can this action update?
It can update a specific template's name and folder.
Does this alter the document content?
No. Use the document update action when changing the documents inside a template.
Why is a template ID needed?
The action updates details for a specific template, so confirm its ID before making the change.
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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