Start a signing request from an Ably message
When an Ably-powered product needs a document signed, Notis can request a BoldSign embedded link using the title and signers in the incoming request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
A signing flow can stall when a product request has to be manually recreated in BoldSign.
- Connects an in-product request to document preparation
- Reduces manual recreation of request details
- Returns a link suited to an embedded signing flow
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.
- 3In one instruction, describe how an incoming Ably request supplies the title and signer details for a BoldSign embedded request link.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request containing a title and signers.
Questions about this workflow
Does this action send the document for signature?
It creates an embedded request link for in-app document preparation and sending. It is distinct from the Send Document action.
What information should the request contain?
Include the document title and signer details needed for the embedded request. The workflow cannot infer missing signer information.
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.
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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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