Move campaign responses into agreement signing
Give interested contacts a clear next step by starting the prepared agreement as soon as your response process says it is ready.
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
A positive response can get buried between campaign follow-up and the work of sending an agreement.
- Reduce delays between a campaign response and an agreement.
- Use a webhook request as the handoff from your response process.
- Keep the document and recipient details explicit in the request.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BoldSign once in the Notis portal.
- 2Create an automation in Automations, then New Automation.
- 3Tell Notis to send the prepared BoldSign agreement when the webhook says a campaign response is ready for signing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real response and its approved agreement details.
Questions about this workflow
Does this detect replies inside ActiveTrail automatically?
No ActiveTrail trigger event is listed. Your response process or connected system must send an HTTP request to the Notis webhook when the response is ready.
What does BoldSign do in this workflow?
The Send Document action delivers the supplied document to recipients for eSignature.
When this happens · Trigger
Do this · Action
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.
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.
ActiveTrail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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