Start every new client folder with the right Documenso templates
A new client folder should trigger a clear next step, not a search through old templates.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Action
List Templates
Tool to list templates. Use when fetching available templates with optional pagination.
Why this helps
Teams create folders quickly but lose time deciding which signing template fits the new client.
- Standardize onboarding choices
- Reduce template hunting
- Give the team a useful starting list
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Documenso in Notis once.
- 2Create an automation describing the client type or folder naming clues to use.
- 3Pick the OneDrive Folder Created trigger.
- 4Tell Notis to list relevant Documenso templates and explain the recommendation.
- 5Choose where reports go and test with one new client folder.
Questions about this workflow
Does it create a document from the template?
This workflow lists templates; use a separate template creation workflow when you are ready to instantiate one.
What if the folder name lacks context?
Ask Notis to return the full shortlist and request a human choice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Documenso. A trigger fires from one place; an action lands in another.
One drive triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Embedding Presign Token V2 Beta
Tool to create a presign token for embedded authoring sessions. Use when initializing or renewing an embed session token.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Delete Template
Tool to delete a template by ID.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Distribute Document V2
Tool to distribute a document for signing. Use when you need to send a document to all or specific pending recipients.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Download Signed Document
Tool to download a signed document file. Use when you need to retrieve the finalized PDF after a document has been signed.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Duplicate Document V2
Tool to duplicate a document. Use when you need to create an exact copy of an existing document. Ensure the source document ID is valid before calling.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document ID.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
One drive and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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