Review available BoldSign brands on request
When an Ably-connected setup process needs the account's brands, Notis can retrieve the list for a quick review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Brands
Tool to list all brands in the account. Use after confirming account is authenticated.
Why this helps
A simple brand inventory can turn into a distracting manual check in the BoldSign account.
- Provides a current brand list for review
- Helps setup requests use the right available brand
- Avoids interrupting work for a manual inventory check
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 an Ably request should prompt a list of brands in the authenticated BoldSign account.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real brand inventory request.
Questions about this workflow
Does this action require authentication?
Yes. The account needs to be authenticated before the brand list can be retrieved.
Can it return details for one brand?
Use Get Brand Details with that brand's identifier when you need details for a specific brand.
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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