Connect ActiveMerge to Boldsign

When something happens in ActiveMerge, Notis takes the next step in Boldsign. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from ActiveMerge to Boldsign

View example

Send an ActiveMerge contract for signature

Send a generated ActiveMerge contract through BoldSign when a webhook reports it is ready, and direct it to the named signers.

View example

Review BoldSign documents on a schedule

Ask Notis to check BoldSign's document list on a recurring schedule and report documents that match your review criteria.

View example

Create a BoldSign signing link for an ActiveMerge document

When an ActiveMerge workflow sends a webhook with a document title and signer details, create a BoldSign embedded request link for in-app preparation and sending.

View example

Update a BoldSign draft from an ActiveMerge correction

Use a webhook carrying revised document inputs to update a BoldSign draft or sent document when a correction is needed.

View example

Review BoldSign deadlines before documents expire

On a recurring schedule, review BoldSign document data and extend expiry for documents identified by your supplied criteria.

View example

Reconcile documents sent on behalf of others

Schedule a review of BoldSign documents sent on behalf of users and receive a summary organized around your supplied criteria.

View example

Review BoldSign team documents after an operations alert

When an operations system sends a webhook, retrieve BoldSign team documents and summarize records relevant to the alert.

Supported Triggers and Actions

Notis builds workflows that link ActiveMerge to Boldsign. A trigger fires from one place; an action lands in another.

ActiveMerge 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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.