Correct a signer before sending
Fix the recipient while the document is still easy to update.
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
A wrong signer can create rework, confusion, and unnecessary signing delays.
- Prevent misdirected signature requests
- Reduce document rework
- Use a verified correction path
Setup
Build it in a few focused steps.
- 1Connect 1Password and BoldSign in the Notis portal.
- 2Create an automation named Signer correction.
- 3Tell Notis to update the specified BoldSign document with the verified signer details from the 1Password handoff.
- 4Pick the notis_webhook trigger and choose a report channel.
- 5Test with one real signer correction.
Questions about this workflow
Can this change a sent document?
It can update a draft or sent document where the BoldSign action allows the change.
How is verification handled?
The webhook or instruction must state that the signer details were verified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Boldsign. A trigger fires from one place; an action lands in another.
1password 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.
1password and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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