Update a draft contract before sending
Fix last minute recipient changes before they become signing errors.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Why this helps
Small changes to a draft often require reopening several tools and repeating setup.
- Prevents incorrect signature routing
- Keeps drafts ready to send
- Reduces repetitive editing
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and BoldSign in Notis once.
- 2Create an automation describing the allowed draft changes.
- 3Choose the notis_webhook trigger for edit requests.
- 4Select a report channel for the updated draft result.
- 5Test with one draft and recipient change.
Questions about this workflow
Can this edit a sent document?
The action supports editing a draft or sent document when BoldSign permits the change.
How are changes specified?
Include the requested changes in the webhook payload and plain language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Boldsign. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
0CodeKit and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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