Create a named template copy for new Agiled work
Start from a known template while keeping the new use case easy to identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Clone Template (v2)
Clones an existing template into a new template.
Why this helps
Teams can lose time recreating a proven agreement when a new project or client needs a distinct copy.
- Start from an identified existing template.
- Set the requested name, folder, and external ID when provided.
- Preserve clarity about which source template was used.
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 tell Notis from any channel.
- 3In one instruction, tell Notis to clone the specified Docuseal template using the requested name, folder, and external ID, and to stop if the source template is unclear.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real template request and confirm the source and new template details.
Questions about this workflow
Will this modify the original template?
No. This action clones the existing template into a new template.
Can the automation choose a source template by itself?
The request should provide the template identifier or clear identifying detail. It should not clone an uncertain match.
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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