Send ActiveMerge contracts for signature with BoldSign
Move a completed contract from generation to signature with one clear handoff.
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
Generated contracts can sit unfinished while someone downloads a file, opens another app, and starts a signature request by hand.
- Send completed contract documents to signers without a manual app switch.
- Use the document and signer details supplied with the webhook.
- Receive a run report showing whether the automation completed.
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 send the ActiveMerge document for signature to the signers provided in the request.
- 4Choose a webhook trigger and a channel for run reports.
- 5Send one real ready-document request to test the workflow.
Questions about this workflow
What starts this workflow?
A webhook request from your ActiveMerge workflow or another connected backend starts it when a contract is ready.
What information must the request include?
Provide the document input and signer details needed for a BoldSign signature request. Notis cannot infer missing signer information.
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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