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Notis

Combine agreement templates into one DocuSeal package

Bundle related signing documents into one coherent DocuSeal workflow.

Trigger

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

Action

Merge Templates

Tool to merge multiple templates into one with a new name. use when you have multiple template ids and want to combine them into a single document.

Why this helps

People send separate agreements that are hard to track and easy to miss.

  • Simplifies signer experience
  • Reduces separate tracking tasks
  • Creates one reusable package

Setup

Build it in a few focused steps.

  • 1Connect OneDrive and DocuSeal once.
  • 2Create an automation that merges the approved template identifiers for a new agreement pack.
  • 3Pick the OneDrive File Created trigger.
  • 4Choose the report channel.
  • 5Test with one pack and verify the merged template.

Questions about this workflow

How does Notis know which templates belong together?

State the pack naming or folder rule and provide the relevant template identifiers.

Does merging send the document for signature?

No, this action creates a merged template; use a submission workflow to start signing.

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.

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

Onedrivebasetrigger

Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

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

OneDrive File Created Trigger

Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

File Updated

Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

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

OneDrive Folder Created Trigger

Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

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

OneDrive Item Deleted Trigger

Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

TriggerPolling

List Submitters

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

ActionInstant

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.

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.

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

When this happens · Trigger

Do this · Action

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