Apply ActiveMerge corrections to a BoldSign document
Carry a document correction into the signature workflow with less manual rework.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
A corrected file or recipient detail can be easy to miss when the signing workflow is already underway.
- Use revised inputs supplied with a correction request.
- Update a draft or sent document through the supported edit action.
- Keep the correction and its run report in one workflow.
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 which supplied correction details to apply to the identified BoldSign document.
- 4Choose a webhook trigger and a channel for run reports.
- 5Test with one real correction on a document you can safely update.
Questions about this workflow
Can this edit a document already sent?
The listed action supports editing a draft or sent document. Use the appropriate document identifier and revised inputs in the request.
Will it decide what the correction should be?
Notis can interpret the correction details provided in the request. It cannot determine missing or unstated changes.
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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