Review BoldSign team documents when an alert arrives
Turn an operations alert into a focused review of team signature documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Team Documents
List documents belonging to the team.
Why this helps
When a team document issue appears, finding the relevant records can mean interrupting work to search across tools.
- Start a review from an HTTP request sent by your operations system.
- Retrieve team document data through the BoldSign team list action.
- Summarize the records that match the alert context supplied.
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 review team documents relevant to the alert details in the request.
- 4Choose a webhook trigger and a channel for run reports.
- 5Send one real alert request to test the summary.
Questions about this workflow
Does ActiveMerge provide the alert trigger?
No. ActiveMerge has no listed trigger events. An HTTP request from your operations system starts this workflow.
Can it find documents using details absent from BoldSign?
No. Notis can analyze returned team document data, but unavailable details must be included in the request or provided separately.
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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