Refresh template documents after CMS approval
Keep a reusable signing template current by applying approved document content from Agility CMS to the specific Docuseal template you identify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Documents
Adds, removes, or replaces documents in an existing template.
Why this helps
A template can continue circulating with outdated document content after a new version has been approved in the CMS.
- Add, remove, or replace documents in an identified template.
- Use approved PDF, DOCX, or HTML content from the CMS.
- Keep template document changes tied to a specific approved item.
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 approved CMS document, provide the Docuseal template ID, and state exactly which documents to add, remove, or replace.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real template and verify the resulting document structure.
Questions about this workflow
Can this update any template without its ID?
Supply the specific template ID or a reliable lookup method before updating.
Which document formats are supported by the listed action?
The action supports provided PDF or DOCX files and HTML content.
Will it update template name or folder too?
This action updates template documents. A separate action updates template details such as name and folder.
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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