Send contracts after signer details are checked
Give Notis a new contract request. It can check the signer details with Addressfinder and send the ready document through BoldSign.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send a document to recipients for e-signature.
Why this helps
A mistyped email or incomplete address can delay a signature request and create another round of follow-up.
- Catch contact details that need attention before sending a signature request.
- Reduce manual copying between intake and contract workflows.
- Keep a clear run report for each request.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check the submitted signer details with Addressfinder and send the supplied ready contract with BoldSign when the details are usable.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real request and review the run report.
Questions about this workflow
Does Addressfinder provide the trigger for this workflow?
No. Start it with a Notis webhook. An external form or service must send the request to that webhook.
Will this workflow create the contract document?
No. The request needs to include or identify a ready document for BoldSign to send.
What happens if the contact details need correction?
Tell Notis in the instruction to report the issue for review instead of sending until the details are usable.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Boldsign. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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