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Notis

Handle authentication changes through one clear request

If a signing process needs authentication disabled, an Ably-connected request can prompt Notis to update the specified BoldSign document.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Remove Document Authentication

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Why this helps

Authentication changes can be missed when instructions are separated from the document settings.

  • Turns a specific settings request into a document action
  • Keeps the request tied to the identified document
  • Reduces manual navigation through signing settings

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 identifies the document whose signer authentication should be removed.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real request and the intended BoldSign document.

Questions about this workflow

Does this action remove authentication from every document?

No. The instruction should identify the specific existing document to update.

When should this workflow be used?

Use it when signer authentication needs to be disabled on an existing document before the signing process.

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.

TriggerScheduled

Get Brand Details

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

Tool to list all brands in the account. Use after confirming account is authenticated.

ActionInstant

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.

ActionInstant

Edit Custom Field

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

ActionInstant

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.

ActionInstant

Edit Document (Beta)

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

ActionInstant

Extend Document Expiry

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

ActionInstant

List Documents

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

ActionInstant

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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