Send approved campaign agreements for signature
Move an approved agreement into the signing flow with the handoff details already supplied.
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
Approved agreements often wait while someone re-enters document and signer details in BoldSign.
- Reduce re-entry after agreement approval.
- Make the approved document handoff explicit.
- Start signature requests from a webhook.
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 send the approved agreement in the request to the listed recipients for signature.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real approved agreement and its intended recipients.
Questions about this workflow
Does the webhook provide the file and recipients?
It needs to provide the document information and recipient details required by the send action. Supply any missing information before relying on the workflow.
Does this review the agreement before sending?
The workflow follows the instruction you provide. Use it only when the incoming request represents an agreement ready to send.
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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