Create a signing link after recipient address verification
Once the address is verified, give your team a signing link ready for the next customer conversation.
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
A checked address can still leave someone searching for a way to start the signing process in the right place.
- Create a link only after the webhook reports a verified recipient address.
- Keep the signing handoff close to the address verification step.
- Reduce the delay between checking recipient details and preparing a signing session.
Setup
Build it in a few focused steps.
- 1Connect Addresszen and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for verified-address signing.
- 3Tell Notis to create an embedded request link for the specified title and signers when the webhook confirms the recipient address is verified.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real example that includes the title and signers.
Questions about this workflow
What information is needed to create the link?
The request and instruction need to identify the document title and signers. This action creates an embedded request link for in-app document preparation and sending.
Does the link send the document automatically?
The action creates an embedded request link. It does not represent the Send Document action.
Where does the address result come from?
An external tool or backend must send the Addresszen result to the Notis webhook as an HTTP request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addresszen to Boldsign. A trigger fires from one place; an action lands in another.
Addresszen 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.
Addresszen and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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