Turn document change requests into BoldSign edits
A requested update arrives through Ably. Notis can use it to revise a BoldSign document's files, recipients, or settings before finalizing.
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
Small contract edits are easy to lose when the request and document live in different places.
- Carries change requests into the document workflow
- Supports edits to files, recipients, or document settings
- Reduces back-and-forth over routine revisions
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 change request identifies the document and specifies the edit to make.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real change request and a suitable BoldSign document.
Questions about this workflow
Can this edit a document that has already been sent?
The action is described as editing a draft or sent document. What can be changed depends on the document's state and BoldSign rules.
What if the change request does not identify the document?
The workflow needs enough information to identify the intended document and requested edit. Supply missing details in the incoming request.
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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