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Notis

Send AccuLynx job contracts for signature with BoldSign

When a contract is ready in AccuLynx, let Notis start the BoldSign signature request from the information supplied in the webhook.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Send Document

Send a document to recipients for e-signature.

Why this helps

Copying job and signer details into a signature request adds busywork and can delay the contract.

  • Reduce re-entry of job and signer details.
  • Start signature requests from a job-ready signal.
  • Keep contract handoff in one automated flow.

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 that Notis should use the incoming request's document and signer details to send a job contract for signature.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Send one real example webhook and review the run report.

Questions about this workflow

Does AccuLynx provide a trigger event for this workflow?

No. Start it with a Notis webhook. An external system must send an HTTP request with the job, document, and signer details Notis needs.

Which BoldSign action sends the contract?

The workflow uses Send Document. The incoming request needs to provide the document and recipient information required to create a signature request.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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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