Find the paperwork behind a campaign brief
Send a brief into Notis and get a compact view of supporting campaign insight and existing BoldSign documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
List documents in My Documents.
Why this helps
Starting a campaign review often means reconstructing context and hunting for related agreements from scratch.
- Start from an existing brief or request payload.
- Search documents using campaign context instead of a blank query.
- Give reviewers a useful record list with the supporting insight.
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.
- 3Instruct Notis to use the brief in the request, fetch relevant Adyntel insights, and list matching BoldSign documents.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real brief and refine the identifying details if needed.
Questions about this workflow
Does the workflow create a contract from the brief?
No. The selected action searches existing documents. Sending a new document requires the Send Document action and the necessary files and signer details.
What should the webhook payload include?
Include enough campaign or advertiser context for Adyntel research and for matching the relevant BoldSign records.
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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