Check template availability before a signing initiative
Get a quick inventory of Docuseal templates relevant to a CMS initiative before your team prepares the next signature workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Why this helps
A team can plan a signing initiative without realizing the needed template is missing or hard to find.
- List available Docuseal templates for comparison.
- Surface a likely existing template before someone recreates it.
- Keep template discovery tied to the CMS initiative context.
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 ask Notis to list relevant templates and report any obvious gaps for review.
- 4Pick the notis_webhook trigger and choose where run reports go.
- 5Test with one real initiative and check the inventory report.
Questions about this workflow
Does the inventory confirm a template is suitable?
It can report candidates based on the criteria you provide. Review the candidate before using it for a signature request.
Can it create a missing template?
No. This workflow lists templates and reports findings.
Can I narrow the list?
The list action supports optional pagination and document filtering. Specify the criteria you want Notis to use.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Docuseal.