Check template details before starting a signing workflow
A quick detail check can help confirm a candidate template is the intended one before it is reused.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Template
Retrieves a template’s details.
Why this helps
Choosing the wrong template can lead to avoidable rework and confusing signature requests.
- Inspect template metadata by its unique ID.
- Use external context to narrow down the candidate.
- Flag uncertain template matches before creating requests.
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 research the specified document context with Airtop, identify a candidate template, retrieve its details by confirmed ID, and report whether it matches the stated criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known template and check the comparison criteria.
Questions about this workflow
Does this create a signature request?
No. It retrieves details for a specific template so the candidate can be checked.
Can it select a template based on a name alone?
A name can help find candidates, but the workflow should confirm the unique template ID before retrieving details.
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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