Find the right signature template before work starts
Check the CMS item and search Docuseal's template library against your criteria, so the next signature workflow starts with a deliberate choice.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates (Enhanced)
Lists available document templates.
Why this helps
Choosing among several similar templates can add decision overhead and lead to the wrong document being sent.
- Search templates using specified names, slugs, external IDs, folders, or archived status.
- Compare CMS content against criteria you provide.
- Report a candidate for review before any signature request is created.
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, state template matching criteria, and ask Notis to report candidates without creating a submission.
- 4Pick the notis_cron trigger and choose where run reports go.
- 5Test with one real CMS item and verify the template candidate.
Questions about this workflow
Does this send a document for signing?
No. It searches and reports template candidates for review.
What information can be used to search?
The listed enhanced action supports filtering by template name, slug, external ID, folder, or archived status. State which criteria matter.
What if more than one template matches?
Tell Notis to report the candidates and the reason for each match so you can choose.
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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