Clear retired templates from DocuSeal each month
A small monthly cleanup keeps retired signing assets out of daily choices.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Why this helps
Retired templates stay available and create uncertainty about which document is current.
- Reduces clutter
- Keeps active choices clearer
- Adds a predictable lifecycle check
Setup
Build it in a few focused steps.
- 1Connect DocuSeal in Notis once.
- 2Create an automation that verifies the provided retired template identifier before archiving it.
- 3Pick a monthly Notis cron schedule.
- 4Choose the report destination.
- 5Test with one confirmed retired template and review the result.
Questions about this workflow
How does it avoid archiving the wrong template?
Require a confirmed identifier and ask Notis to report any mismatch before taking action.
Can I review candidates first?
Yes, use the List Templates action in a separate review workflow before archiving.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Docuseal. A trigger fires from one place; an action lands in another.
One drive triggers
Docuseal actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Template
Tool to archive a specific template by its unique identifier. use after verifying the template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
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.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Connect any two apps with Notis in the middle.
One drive and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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