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Notis

Keep your Docuseal template catalogue easy to review

Get a scheduled view of the templates available in Docuseal and spend less time searching when a document workflow comes up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Templates

Why this helps

When reusable templates are hard to find, people recreate documents or waste time checking the catalogue.

  • Make available templates easier to scan.
  • Reduce time spent searching before a signing workflow.
  • Get the inventory in a channel you already check.

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Docuseal once in Notis.
  • 2Create an automation that lists Docuseal templates and reports the catalogue in a concise format.
  • 3Pick a recurring Notis schedule and choose where run reports go.
  • 4Test with one real example and confirm the returned template list is useful.

Questions about this workflow

Does this archive outdated templates?

No. This workflow lists templates for review and does not change their status.

Can I ask for a filtered list?

Describe the filters you need if supported by the list action. For searching by name, slug, external ID, folder, or archived status, use the enhanced template list action when available.

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

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