Find the Docuseal templates that match your criteria
Keep a recurring view of the templates you care about by searching with Docuseal's supported filters and reviewing the matches in a report.
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
Finding a particular template in a growing catalogue can derail a document task and add another manual check.
- Search templates by supported identifying details.
- Review the matching list in a report channel.
- Make recurring catalogue checks easier to complete.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation that searches Docuseal templates using the name, slug, external ID, folder, or archive status you specify.
- 3Pick a recurring Notis schedule and choose where run reports go.
- 4Test with one real filter and confirm the matching templates are correct.
Questions about this workflow
What can the enhanced search filter by?
It supports searching by name, slug, external ID, folder, and archived status, as well as pagination.
Will this modify or archive templates?
No. It searches and reports the matching templates.
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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