Update a BoldSign document from an operations webhook
Route a clear document change request from device operations to the existing BoldSign document that needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
A requested change to a signing document can stall while someone tracks down the file and repeats the requested edits.
- Use the Edit Document action on an existing draft or sent document.
- Let Notis interpret the request and document context before applying an edit.
- Reduce manual handoffs for supported file, recipient, or document setting updates.
Setup
Build it in a few focused steps.
- 1Connect Adafruit IO and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which webhook requests should update an existing BoldSign document and include enough information to identify the document and intended edit.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request against a document where the intended edit is clear.
Questions about this workflow
What can Edit Document change?
The listed action can update files, recipients, or document settings on a draft or sent document.
Will it create a new document?
No. This action edits an existing draft or sent document. The document to update must be identifiable from the supplied request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adafruit IO to Boldsign. A trigger fires from one place; an action lands in another.
Adafruit IO 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.
Adafruit IO and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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