Send a contract when a campaign lead is ready
Move from qualified prospect to signature request without rebuilding the handoff by hand.
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
Qualified leads can stall while someone copies signer and contract details into a separate signing tool.
- Reduce manual handoffs after qualification.
- Keep the signing step close to the campaign workflow.
- Use webhook-supplied signer and document details.
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 a BoldSign signature request using the contract and signer details in the incoming request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified lead and its contract details.
Questions about this workflow
Does ActiveCampaign provide the trigger for this workflow?
No ActiveCampaign trigger event is available here. A webhook request starts the Notis automation.
Where do the signer and contract details come from?
They must be included in the webhook request or otherwise supplied to Notis. The workflow cannot infer missing document or recipient details.
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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