Keep your available signing brands easy to review
See the brands available in the account without repeating a manual lookup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Brands
List all brands in the account.
Why this helps
Teams can lose track of available signing brands and pause to search for the right one during contract setup.
- Make available brands easier to review.
- Keep brand discovery in a recurring account check.
- Summarize the returned brand records.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list available BoldSign brands and summarize the returned records.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real brand listing.
Questions about this workflow
Does this retrieve full details for each brand?
It lists brands. Use the brand details action with a brand ID when you need details for a specific brand.
Can the workflow create or edit brands?
No. The available actions here list brands and retrieve brand details, but do not create or edit brands.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Boldsign. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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