Create an embedded BoldSign request link from ActiveMerge
Prepare an in-app signing handoff as soon as your generated document is ready.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
A finished document may still require manual setup before someone can prepare and send it for signature in your product.
- Create an embedded request link from supplied document and signer details.
- Keep document preparation connected to the workflow that generated the file.
- Send the link through the chosen run-report channel.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a BoldSign embedded request link using the title and signers in the request.
- 4Choose a webhook trigger and a channel for run reports.
- 5Send one real document request to test the generated link.
Questions about this workflow
Does this automatically send the document for signature?
This action creates an embedded request link for in-app document preparation and sending. It does not replace the separate Send Document action.
What must the webhook provide?
The request must provide the document title and signer details needed to create the link.
When this happens · Trigger
Do this · Action
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.
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.
ActiveMerge and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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