Check the template details before sending
Confirm that the template you selected for a CMS initiative is the one your team intends to use before sending signature requests.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Template
Retrieves a template’s details.
Why this helps
A similar template name can make it easy to start a signing workflow from the wrong document.
- Retrieve metadata for a specific Docuseal template.
- Compare its details with the CMS initiative context you provide.
- Add a deliberate review step before request creation.
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 and the Docuseal template ID, then specify which template details to report for review.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real template and confirm its details match the intended initiative.
Questions about this workflow
Can it find the template by name alone?
The listed action retrieves a template by its unique identifier. Supply the template ID or use a separate search step to identify it.
Does the check modify the template?
No. It retrieves template details for review.
Can this be a preflight before sending?
Yes. Use the report as a review step before a separate workflow creates submissions.
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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