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Find existing templates for a new discussion

Check what document templates already exist when a new course topic may call for an agreement or form.

Trigger

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

Action

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.

Why this helps

People may recreate paperwork because they do not know which reusable templates are already available.

  • Triggers a template inventory check on a new discussion topic.
  • Helps teams find reusable documents before drafting another.
  • Keeps the choice with a person who can assess the topic.

Setup

Build it in a few focused steps.

  • 1Connect Canvas 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, ask Notis to list Docuseal templates when a new discussion topic appears and report the available options for review.
  • 4Pick the New Canvas Discussion Topic trigger and choose where run reports go.
  • 5Test with one real new discussion topic.

Questions about this workflow

Does the workflow choose or send a template automatically?

No. It lists templates for review. The action does not create a submission or select a document for signing.

Can it filter the template list?

The action supports optional filters, but use only filters supported by the available Docuseal tool and provide the needed criteria.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Canvas to Docuseal. A trigger fires from one place; an action lands in another.

Canvas triggers

Docuseal actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Archive Template

Tool to archive a specific template by its unique identifier. use after verifying the template id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Clone Template

Tool to clone an existing template by its id with a new name. use after you have the template id and desired name to duplicate it into the same or a different folder.

ActionInstant

Canvas Assignment Graded

Polls Canvas for newly graded submissions for a specific assignment.

TriggerPolling

Create Submission From PDF

Tool to create a one-off submission from a pdf file. use when you need to upload a pdf and initiate a signature workflow with optional custom field values and webhook notifications.

ActionInstant

New Canvas Assignment Submission

Polls Canvas for new submissions to a specific assignment.

TriggerPolling

Create Template from HTML

Tool to create a template from html content. use when you need to define a reusable document template directly from html input.

ActionInstant

New Canvas Discussion Message

Polls Canvas discussion topics for new messages.

TriggerPolling

Get Template

Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.

ActionInstant

New Canvas Discussion Topic

Polls a Canvas course for new discussion topics.

TriggerPolling

List Submissions

Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.

ActionInstant

New Course Created for User

Polls Canvas for newly created courses for a specific user.

TriggerPolling

List Submitters

Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.

ActionInstant

New Canvas File Upload

Polls a Canvas course for new file uploads.

TriggerPolling

List Templates

Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.

ActionInstant

Connect any two apps with Notis in the middle.

Canvas and Docuseal, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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