Turn qualified ActiveTrail contacts into signature requests
When a contact is ready for an agreement, let Notis send the prepared document through BoldSign and keep the next step moving.
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
Qualified prospects can stall while someone manually checks their status and prepares a signature request.
- Reduce handoffs between email marketing and contract signing.
- Start a signature request from a qualifying event sent to a Notis webhook.
- Use only the approved document and signer details supplied with 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 approved BoldSign document when the webhook reports a qualified contact, using the supplied signer details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example that includes the prepared document and signer details.
Questions about this workflow
Does ActiveTrail provide a trigger for this workflow?
No ActiveTrail trigger event is listed here. This workflow starts when an HTTP request reaches the Notis webhook.
Can Notis choose or create the contract document?
The Send Document action sends a document for eSignature. Provide the approved document and required signer details in the webhook request.
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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