Connect ActiveTrail to Boldsign

When something happens in ActiveTrail, 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

Build an automation Browse examples

Examples

Ways Notis can move work from ActiveTrail to Boldsign

View example

Send a contract after ActiveTrail qualification

Start a BoldSign signature request when an ActiveTrail contact meets your qualification criteria and the webhook includes the approved contract and signer details.

View example

Send an agreement after a campaign response

Use a Notis webhook to start a BoldSign request when an ActiveTrail campaign response is ready for an agreement and the request includes the approved document and signer information.

View example

Check signature status before campaign follow-up

When your follow-up process sends a webhook, have Notis retrieve BoldSign documents so it can identify relevant signing status before the next ActiveTrail touch.

View example

Review pending signatures on a schedule

Have Notis periodically retrieve BoldSign documents and summarize items that may need follow-up, using available filters and a time window you specify.

View example

Review documents sent on behalf of others

On a recurring schedule, retrieve BoldSign documents sent on behalf of users and summarize requests that may need coordination.

View example

Create a team signature document digest

Have Notis retrieve BoldSign team documents on a recurring schedule and summarize the items your team should review.

View example

Check BoldSign API credits on a schedule

Have Notis periodically check the remaining BoldSign API credits and report the count so you can spot a low balance before planned signing work.

View example

Review BoldSign brands on a schedule

Have Notis list BoldSign brands on a recurring schedule and summarize the available brand details for a lightweight account review.

Supported Triggers and Actions

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

ActiveTrail 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.