Resolve document references without a manual search
Send an identifier or campaign clue into Notis and get back relevant BoldSign records with useful Adyntel context.
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
A reference buried in a campaign message can lead to repeated searches and lost context across apps.
- Start from the reference already in the request.
- Find matching records through the BoldSign document list.
- Attach campaign context to the lookup result.
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 request's campaign or document reference, query BoldSign documents, and add relevant Adyntel context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with a known reference and confirm the matching record is returned.
Questions about this workflow
Can it fetch the signed PDF?
No. This workflow lists and filters documents. Fetching signed PDFs is not among the provided BoldSign actions.
What if the reference is ambiguous?
Ask Notis to return the closest matches and explain what context is missing, rather than selecting a document without evidence.
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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