Know which signing templates are available
A new lead can be a useful moment to see what reusable Docuseal templates your team already has.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates with optional filters before selection.
Why this helps
Teams may lose time hunting through a separate template library before deciding what document to use.
- Make available templates easier to review during lead intake.
- Summarize the template library in a run report.
- Avoid assuming a specific template exists before checking.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Docuseal once in the Notis portal.
- 2Create a new automation in Automations and name it.
- 3In one instruction, ask Notis to list Docuseal templates and summarize the available options for the team reviewing the new lead.
- 4Choose New Lead Trigger and select where run reports should go.
- 5Test with one real lead and confirm the inventory is readable and relevant.
Questions about this workflow
Will this automatically select a template for the lead?
No. It lists available templates and reports them for review. The workflow does not create or send a signature request.
Does the new lead determine which templates appear?
The available action lists templates. You can ask Notis to relate the inventory to lead context, but the template list itself is not filtered by lead unless the connected action supports that.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Docuseal. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Template
Tool to retrieve details of a specific template by its unique identifier. use when you need to fetch template metadata by id.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
List Submissions
Tool to list all document submissions with optional pagination and document filtering. use when you need to retrieve and browse existing submissions.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
List Submitters
Tool to retrieve a list of all submitters. use when you need a roster of submitters for reporting or management.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Docuseal, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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