Keep a regular eye on templates and their source requirements
A scheduled review can bring template inventory and newly researched information into one place for follow-up.
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
Template libraries grow quietly, making it easy to overlook duplicates, outdated names, or documents that need review.
- Review template inventory with pagination and filtering.
- Pair template records with current research findings.
- Report potential issues without making unverified edits.
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 list relevant Docuseal templates and research the specified sources with Airtop, then report possible changes or review needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known template and verify the report uses the intended filters.
Questions about this workflow
Can this search by template name or folder?
The enhanced listing action supports filtering by name, slug, external ID, folder, and archived status.
Will this archive outdated templates?
No. This workflow reports review candidates. Archiving should follow a separate confirmed decision.
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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