Create a BoldSign custom field for a device project
Set up a brand-scoped field for a document workflow when device operations introduce information that needs to be captured.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Custom Field
Create a custom field for a specific brand.
Why this helps
A new project detail can be missed when the signing document has no suitable custom field and setup gets deferred.
- Create a custom field scoped to a specific BoldSign brand.
- Start the setup from an external HTTP request.
- Use Notis to interpret the project request and define the field details.
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 project requests need a brand-scoped custom field and provide the brand and field details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request and confirm the field appears under the intended brand.
Questions about this workflow
Can the action create a field without a brand?
No. Create Custom Field is brand-scoped, so specify the BoldSign brand it belongs to.
Does this create a document template?
No. The listed action creates a custom field, not a document template.
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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