Prepare a dedicated template copy for each initiative
Create a separate Docuseal template copy for an initiative while keeping its source template intact.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Clone Template (v2)
Clones an existing template into a new template.
Why this helps
Reusing one template across distinct initiatives can make organization and tracking harder.
- Clone an existing template into a new template.
- Set a custom name, folder, or external ID when specified.
- Keep initiative-specific template organization clear.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, identify the CMS initiative, provide the source template ID, and specify the new name, folder, and external ID if needed.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real initiative and inspect the cloned template details.
Questions about this workflow
Does this create a signature request?
No. It clones a template. A separate submission action is needed to send it for signature.
Can it choose a source template automatically?
Provide a template ID or a reliable lookup process in your instruction.
Can the copy go into a different folder?
Yes. The listed clone action supports an optional folder and external ID as well as a custom name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Docuseal. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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