Look up the right brand from an Ably request
A brand identifier comes in through Ably. Notis can retrieve the corresponding BoldSign brand details for a setup or support follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Why this helps
Brand questions can interrupt focused work when someone has to look up account details manually.
- Looks up a specific brand from its identifier
- Supports brand setup and support follow-ups
- Avoids a manual search through brand records
Setup
Build it in a few focused steps.
- 1Connect Ably and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how the incoming Ably request provides a BoldSign brand identifier and asks for its details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request containing a known brand identifier.
Questions about this workflow
Can the workflow find a brand without its identifier?
This action gets brand details by brand ID, so the request needs to provide the identifier.
Can it list all brands instead?
Yes. The separate List Brands action can list all brands after account authentication is confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ably to Boldsign. A trigger fires from one place; an action lands in another.
Ably triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Tool to get brand details by brand ID. Use after obtaining the brand identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Create Custom Field
Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.
Edit Custom Field
Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.
List Behalf Documents
Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.
Edit Document (Beta)
Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.
Extend Document Expiry
Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.
List Documents
Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.
Connect any two apps with Notis in the middle.
Ably and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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