Create an embedded contract preparation link for a job
When an in-app contract preparation step is needed, pass the title and signer details through a webhook and let Notis request a BoldSign link.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
Switching between a job record and a separate signing setup page adds friction before a contract is ready.
- Start embedded preparation from a job request.
- Use the supplied title and signer details to create the link.
- Keep the contract preparation handoff in the workflow.
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.
- 3Describe how Notis should use the request's title and signers to create an embedded request link.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real title and signer set, then review the created link.
Questions about this workflow
Does this action send the contract for signature?
It creates an embedded request link for in-app document preparation and sending. It is not the same as sending a document directly.
What information must the webhook include?
The listed action expects a title and signers. Include those details in the request along with enough job context to identify the intended contract.
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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