Look up a BoldSign brand for a job packet
Include the BoldSign brand identifier in a job packet request and let Notis retrieve details to help your team prepare the paperwork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Retrieve details for a brand by its identifier.
Why this helps
Searching for a brand's details manually interrupts the preparation of a job packet.
- Retrieve details for a specified brand.
- Keep brand lookup connected to the job packet request.
- Give the team a concise review before preparing paperwork.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the brand identifier included in the request to retrieve and summarize brand details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real brand ID and review the returned details.
Questions about this workflow
Can the workflow find a brand without its identifier?
The listed action retrieves details by brand ID. Include the identifier in the webhook request or provide it in the run context.
Does the lookup change any BoldSign settings?
No. It retrieves brand details for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Boldsign. A trigger fires from one place; an action lands in another.
Acculynx triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Brand Details
Retrieve details for a brand by its identifier.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Brands
List all brands in the account.
Create Custom Field
Create a custom field for a specific brand.
Edit Custom Field
Edit an existing custom field.
List Behalf Documents
List documents sent by you or on behalf of other users.
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Extend Document Expiry
Extend a document’s expiry date before it is signed.
List Documents
List documents in My Documents.
Connect any two apps with Notis in the middle.
Acculynx and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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