Create a Docuseal template copy with the right details
Give a new template variant a clear name and place it in the right folder as soon as the need emerges from your Agenty workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template (v2)
Clones an existing template into a new template.
Why this helps
Template copies become difficult to manage when their names and destinations are inconsistent.
- Clone a known template with optional customization.
- Set a custom name, folder, or external ID when provided.
- Keep new variants easier to identify and organize.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation that clones the specified template using the exact name and optional folder or external ID you provide.
- 3Pick the Notis webhook trigger and choose where run reports go.
- 4Test with one real template and verify the resulting template details.
Questions about this workflow
What customization can the clone include?
The action supports an optional custom name, folder, and external ID.
Can the workflow invent a folder or external ID?
Provide the intended values in your instruction or source data. Do not rely on guessed identifiers or destinations.
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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