Keep Docuseal template names and folders current
Fix a verified template organization issue at the point it is spotted, so the next signing workflow can find the right document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s properties, including its folder, name, roles, or archive status.
Why this helps
Outdated names and folders make it harder to select the right template and keep work moving.
- Update template details after a verified finding.
- Keep naming and folder organization aligned with current workflows.
- Reduce confusion during future document selection.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Docuseal once in Notis.
- 2Create an automation that updates the specified template using the exact new name or folder you provide.
- 3Pick the Notis webhook trigger and choose where run reports go.
- 4Test with one real template ID and verify the resulting details.
Questions about this workflow
What can this update?
The action updates template details, including name and folder.
What if the template ID is uncertain?
Verify the unique ID first, using the template list or detail lookup. Do not update a guessed template.
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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