Update Signer Authentication for a Partner Document
Handle an approved authentication change request with a targeted update to the existing BoldSign document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Remove Document Authentication
Disable signer authentication on an existing document before signing.
Why this helps
A signer authentication change can be delayed when the request and the document live in separate workflows.
- Apply a requested authentication change to an existing document.
- Use the document reference supplied with an approved request.
- Keep the change connected to the originating partner workflow.
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 remove authentication from the specified document only when the webhook request indicates approval.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one approved real example and verify the intended document.
Questions about this workflow
Does this create or send a document?
No. It removes authentication from an existing document before the signing process.
What should the webhook include?
Include an existing document reference and a clear indication that the request is approved.
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.
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.
Adtraction and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.