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Notis

Create an Embedded Signature Link for a Partner Contract

Give your partner workflow a ready-to-use embedded request link when the contract title and signer details arrive.

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 a partner contract inside a separate signing tool interrupts the flow and makes it easier to leave the request unfinished.

  • Generate an embedded request link from supplied contract and signer details.
  • Keep partner contract preparation moving from an incoming request.
  • Avoid manually re-entering information already included in the webhook.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and BoldSign once in the Notis portal.
  • 2Create an automation in plain language or in Automations, New Automation.
  • 3Tell Notis to create an embedded request link using the supplied title and signer details.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real request and confirm the returned link is usable.

Questions about this workflow

Does the link send a contract automatically?

The action creates an embedded request link for in-app document preparation and sending. It does not send the document itself.

What must the webhook include?

It should provide the contract title and signer details required by the embedded request action.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Boldsign. A trigger fires from one place; an action lands in another.

Adtraction triggers

Boldsign actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Boldsign, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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