Create a client ready DocuSeal template at kickoff
A new client folder can bring its own ready to customize signing template.
Trigger
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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
Teams repeatedly clone and rename the same template during client onboarding.
- Speeds client onboarding
- Preserves approved template structure
- Reduces repetitive setup
Setup
Build it in a few focused steps.
- 1Connect OneDrive and DocuSeal once.
- 2Create an automation that clones the approved template for each qualifying client folder.
- 3Pick the OneDrive Folder Created trigger.
- 4Choose the report destination.
- 5Test with one client folder and verify the clone name.
Questions about this workflow
Which template is cloned?
Provide the approved source template identifier in the instruction.
Can the clone use the client name?
Yes, tell Notis how to derive the desired name from the folder event.
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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