Start a new document variant from a known template
Reuse an existing Docuseal template as the starting point for a new process, instead of rebuilding a similar document from scratch.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template
Why this helps
A new process often triggers unnecessary document setup, or tempts someone to edit the template used by existing workflows.
- Create a new template based on a known existing one.
- Give the clone a new name for the intended workflow.
- Avoid rebuilding a similar document from scratch.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation that clones the specified Docuseal template using the new name you provide.
- 3Pick the Notis webhook trigger and choose where run reports go.
- 4Test with one real template ID and verify the cloned template has the intended name.
Questions about this workflow
Can this clone a template without its ID?
No. Provide the unique ID of the template to clone and the desired new name.
Does cloning send a signing request?
No. It creates a template copy. Use a submission action separately when you are ready to send for signing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Docuseal. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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