Check renewal templates before choosing an agreement
Screen likely renewal templates for archive status before anyone relies on them for a new signing request.
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
A team can lose time preparing a renewal around a template that has already been archived.
- Search templates with an archived-status filter.
- Surface template availability issues before request creation.
- Keep the review focused on actual upcoming renewal needs.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Docuseal once in the Notis portal.
- 2Create a scheduled automation in Automations, New Automation.
- 3Tell Notis to use the upcoming renewal details available from AgencyZoom to find likely Docuseal templates, check archived status, and report unavailable or uncertain matches.
- 4Set the recurring schedule and choose where reports go.
- 5Test with one renewal and a known active or archived template.
Questions about this workflow
Can this unarchive a template?
No. It searches and reports template status. It does not change archive state.
What if no renewal data is available at run time?
The report should state that current renewal context was unavailable and avoid claiming a completed review.
Which action supports archived-status filtering?
List Templates (Enhanced) supports filtering by archived status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Docuseal. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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