Combine related documents into one template package
Bundle related templates when a verified process calls for one combined signing document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Merge Templates
Combines multiple templates into one new template.
Why this helps
Separate templates can make a single signing process feel fragmented and increase setup overhead.
- Combine multiple templates into one named template.
- Use Airtop research to clarify which documents belong together.
- Confirm the template IDs and package name before merging.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Docuseal once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use supplied Airtop research to identify the related documents and merge only the confirmed Docuseal template IDs under the specified name.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved set of templates and inspect the merged result.
Questions about this workflow
Can Notis merge documents based only on a web search?
Require confirmation of the intended template IDs and package purpose before merging.
Does this send the merged document for signing?
No. It creates a merged template. Use a submission action when the document is ready to send.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Docuseal. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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