Keep template details clear as your catalog grows
When a verified naming or folder change is needed, use research context to update the intended template record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template
Updates a template’s properties, including its folder, name, roles, or archive status.
Why this helps
Unclear template names and folders make it harder to choose the right document under time pressure.
- Improve template names and folder organization.
- Use a confirmed template ID for the update.
- Keep the requested change tied to a documented reason.
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 the supplied Airtop research to propose a name or folder change, then update only the confirmed Docuseal template ID after the change is explicit.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known template and confirm the resulting details.
Questions about this workflow
Can this edit the document content?
No. This action updates template details such as name and folder. Use a document update action for content changes.
What prevents changing the wrong template?
Instruct Notis to verify the unique template ID and the intended change before updating.
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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