Prepare an embedded signing link for a checked signer
For an in-app signing experience, let Notis check the signer details and request a BoldSign embedded link using the title and signers you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
Preparing an embedded signing handoff can involve checking contact details and switching between tools before the link is ready.
- Check submitted signer details before requesting the link.
- Reduce manual handoffs when preparing an in-app signing flow.
- Receive the created link in your selected report channel.
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 validate the submitted signer details and, when usable, request a BoldSign embedded link using the supplied title and signers.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real example and confirm the returned link and signer details.
Questions about this workflow
Does this workflow send the document for signature?
It creates an embedded request link using BoldSign's supported action. Follow the link flow to prepare and send the document.
What information must the webhook provide?
Provide the document title and signer information required by your BoldSign setup, along with any contact details Addressfinder should check.
Will Addressfinder automatically correct every bad value?
The workflow can use Addressfinder's returned validation or enrichment information. Ask Notis to report uncertain values for review rather than assuming they can be corrected.
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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