Update contract documents when job details change
Send a job change request to Notis and have it apply the relevant supplied updates to a BoldSign document, with a run report for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
A changed project detail can leave a contract draft out of date if updates must be copied by hand.
- Reduce repetitive edits after job changes.
- Keep document updates tied to the supplied change request.
- Review the workflow outcome in a run report.
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 how to identify the BoldSign document and apply only the changes supplied in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real change request against an appropriate document.
Questions about this workflow
Does AccuLynx automatically trigger this when a project detail changes?
No native AccuLynx trigger is listed. An external system must send the webhook request when the change should be reviewed.
Can the action edit any document?
The listed action edits a draft or sent document. The request must identify the intended document, and the result depends on the fields the action supports.
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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