Prepare service contracts for verified customer locations
Move from a confirmed service location to a signature request with fewer tabs and fewer repeated details.
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
Founders can lose time checking a customer's location again while preparing service paperwork.
- Use the location result supplied in the webhook to inform the contract request.
- Avoid preparing a signature request before the location check is complete.
- Keep the service contract handoff consistent across new engagements.
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 the service contract handoff.
- 3Tell Notis to send the specified service contract when the webhook reports a verified location and a ready-to-sign engagement.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real verified-location example.
Questions about this workflow
What starts the automation?
A Notis webhook starts it when an external tool or backend sends an HTTP request. Addresszen has no native trigger events in this setup.
What does ready to sign mean here?
The incoming request should include the readiness signal or instruction context. Notis cannot infer an engagement state that the request does not provide.
Can this workflow verify the location itself?
No. Addresszen performs the location verification. This workflow uses the result delivered in the webhook 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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