Skip to content
Notis

Bring related documents together in one Docuseal template

Combine the specific templates your process needs into one named document workflow, without rebuilding the packet manually.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Merge Templates

Combines multiple templates into one new template.

Why this helps

A signing process that depends on several separate templates creates extra setup and opportunities to miss a document.

  • Combine multiple specified templates into one.
  • Give the merged result a clear new name.
  • Reduce separate document setup for a defined process.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Docuseal once in Notis.
  • 2Create an automation that merges the exact Docuseal template IDs you provide under a specified new name.
  • 3Pick the Notis webhook trigger and choose where run reports go.
  • 4Test with one real set of template IDs and verify the merged template.

Questions about this workflow

Can it choose which templates to combine?

Provide the exact template IDs and desired name. Do not rely on a guessed combination.

Does merging create a submission?

No. It creates a combined template. Use a submission action separately when you are ready to send documents 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.

TriggerScheduled

Archive Template

Archives a template.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Submission

Archives a submission, which can be restored and is not permanently deleted.

ActionInstant

Create Submission From PDF

Creates and sends a one-off PDF submission for electronic signature.

ActionInstant

Clone Template (v2)

Clones an existing template into a new template.

ActionInstant

Create Template from HTML

Creates a fillable document template from HTML.

ActionInstant

Create Submission

Creates and sends signature requests from an existing template.

ActionInstant

Get Template

Retrieves a template’s details.

ActionInstant

Create Submissions From Emails

Creates a submission for a template and sends each recipient a unique signing link.

ActionInstant

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

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.