Give campaign escalations their document context
Make an escalation easier to resolve by attaching available competitive context and the relevant sent documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Behalf Documents
List documents sent by you or on behalf of other users.
Why this helps
Escalations lose time when the reviewer has to repeat research and search for the underlying contract or sent request.
- Put the request and relevant context into one report.
- Find related documents sent on behalf of users.
- Help the reviewer decide the next step without repeated searches.
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 escalation details, summarize relevant Adyntel campaign context, and list matching BoldSign behalf documents.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real escalation and confirm the report contains enough information for review.
Questions about this workflow
Does this resolve or approve the escalation automatically?
No. It prepares context and documents for a human reviewer.
What should be included in the request?
Include the campaign or advertiser identifier, the escalation reason, and any document reference already known.
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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