Correct BoldSign document recipients from an operations request
Keep a signer correction attached to the request that revealed it, with Notis updating the identified document's recipients.
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 wrong recipient can stall a document while someone copies details from an operations message into BoldSign by hand.
- Update recipients on an existing draft or sent document.
- Use a webhook to pass the correction request into Notis.
- Reduce transcription work when the document and correct recipient are identified.
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 requests should correct recipients and include the document identity and verified recipient details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example and confirm the intended document has the corrected recipient.
Questions about this workflow
Will this create a new signing request?
No. Edit Document updates an existing draft or sent document. Send Document is a separate action.
Can Notis guess the correct recipient?
Provide the verified recipient details in the instruction or webhook request. Do not rely on unprovided data.
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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