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Update a BoldSign custom field as project needs change

Keep an existing document field aligned with a clear project change request, without leaving the operations workflow to find it manually.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Edit Custom Field

Edit an existing custom field.

Why this helps

A field's properties can become outdated as a project changes, while the update request waits in an operations queue.

  • Edit properties of an existing custom field.
  • Use an external request to begin a focused update.
  • Let Notis interpret the requested change and identify the intended field from supplied context.

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 should update an existing custom field and include the brand, field, and intended property changes.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real request and verify the intended field was updated.

Questions about this workflow

Can this create a new field?

No. Edit Custom Field updates an existing field's properties. Use Create Custom Field when a new field is needed.

What should the webhook include?

Include enough detail to identify the brand and existing custom field, plus the requested property changes.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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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