Update signer authentication after an operations request
Handle a specific authentication change request with document context captured at the moment an operational issue is raised.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Remove Document Authentication
Disable signer authentication on an existing document before signing.
Why this helps
A document authentication change can get delayed when the request and document details arrive through separate channels.
- Use the action to disable signer authentication on an existing document.
- Start from an external webhook that carries the relevant request.
- Let Notis evaluate the supplied case context before applying the change.
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 the requests that qualify and include enough information to identify the BoldSign document and the requested authentication change.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example against an eligible document before relying on the workflow.
Questions about this workflow
Does this apply to every document in the account?
No. The action removes authentication from an existing document. Identify the document that the request concerns.
Does the action send the document?
No. It changes the authentication setting. Sending a document is a separate action.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.