Keep template details aligned with approved CMS changes
Apply approved naming or folder updates to a specific Docuseal template using the CMS metadata you identify.
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
Small changes to template names or organization can be missed when the source of truth lives in a separate system.
- Update a specific template's name or folder.
- Use approved CMS metadata as the source for the requested change.
- Report missing IDs or ambiguous changes before updating.
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 item, provide the Docuseal template ID, and specify the exact approved name or folder change.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real template and confirm the updated details.
Questions about this workflow
Can it change the template document itself?
No. This action updates template details such as name and folder. Updating documents uses a different action.
Can it infer the template ID from a name?
The listed action is for a specific template. Supply the ID or use a separate lookup process.
What happens when CMS metadata is unclear?
Tell Notis to report the ambiguity and skip the update until you confirm the intended change.
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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