Find the Docuseal template an Agiled request needs
Search the template catalog from the same handoff that describes the agreement need.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates (Enhanced)
Lists available document templates.
Why this helps
A request can arrive with an agreement need but no clear path to the right reusable template.
- Search templates using supported criteria.
- Return candidates for human review when several match.
- Avoid selecting a template based on a vague name alone.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis from any channel.
- 3In one instruction, tell Notis to search Docuseal templates using the explicit criteria in the Agiled request and report candidate details and uncertainty.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real agreement request and verify the returned candidate.
Questions about this workflow
Does this send a document for signing?
No. It searches templates and reports candidates. A separate workflow can create a submission after the correct template is identified.
Can it find a template from any description?
Search works from supported criteria such as name, slug, external ID, folder, or archived status. Provide a specific criterion when possible.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Docuseal. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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