Create the next signing template when a project moves
A folder move can mark the next stage and prepare its paperwork automatically.
Trigger
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.
Action
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.
Why this helps
Stage changes are recorded in storage but the next agreement still waits for manual setup.
- Connects project stages to paperwork
- Reduces handoff delays
- Keeps stage naming consistent
Setup
Build it in a few focused steps.
- 1Connect OneDrive and DocuSeal once.
- 2Create an automation that clones the stage template when a qualifying folder move occurs.
- 3Pick the OneDrive Item Moved or Renamed trigger.
- 4Choose where reports should go.
- 5Test one controlled stage move and verify the clone.
Questions about this workflow
How are stages identified?
Describe the old and new path or naming rule that indicates the stage change.
Can different stages use different templates?
Yes, provide the approved template identifier for each stage rule.
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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