Get brand details for campaign planning
Use the brand identifier in a campaign request to retrieve the BoldSign details needed for the next planning step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Retrieve details for a brand by its identifier.
Why this helps
Campaign work can stall when the right BoldSign brand record has to be looked up manually before document preparation.
- Retrieve brand details when campaign context identifies a brand.
- Keep campaign research adjacent to signing setup information.
- Avoid searching the brand list manually for each request.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language from any channel.
- 3Ask Notis to use the campaign request to identify the BoldSign brand identifier, then retrieve and summarize that brand's details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one request that includes a valid brand identifier.
Questions about this workflow
Can this find a brand without an identifier?
The Get Brand Details action requires a brand identifier. If the request does not include one, first use List Brands to find the candidate.
Does it send a document?
No. It retrieves brand details for planning.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Boldsign. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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