Send contracts with checked signer details
Validate the contact details first, then get the agreement in front of the right person.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Why this helps
A typo in a signer email or phone number can stall a contract and create avoidable follow-up.
- Catch invalid contact details before sending
- Reduce bounced invitations and manual corrections
- Start the signing process from an existing request
Setup
Build it in a few focused steps.
- 1Connect Abstract and BoldSign once in the Notis portal.
- 2Create an automation and describe that it should validate the request's signer email and phone with Abstract, then send the supplied document through BoldSign only when the details pass.
- 3Pick the Notis webhook trigger and choose where run reports should go.
- 4Test with one real contract request and valid signer details.
Questions about this workflow
What starts this automation?
An HTTP request to its Notis webhook starts it. Include the signer details and document information needed for the request.
Will it send when contact details fail validation?
The instruction can tell Notis to send only when Abstract confirms the supplied details are valid. Review run reports for requests that need correction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Boldsign. A trigger fires from one place; an action lands in another.
Abstract triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
Create Custom Field
Edit Custom Field
List Behalf Documents
Edit Document (Beta)
Extend Document Expiry
List Documents
Connect any two apps with Notis in the middle.
Abstract and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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