Bring campaign context into a document check
When a campaign review starts, gather the available Adyntel context and find related documents sent on behalf of users.
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
A campaign review can stall when the supporting agreement or sent document is hard to locate across tools.
- Start the workflow when a review request arrives.
- Search the BoldSign behalf-document list for relevant records.
- Give reviewers campaign context and document status in one report.
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 incoming campaign context, summarize relevant Adyntel insights, and list matching BoldSign documents sent on behalf of users.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real campaign review request and verify the returned documents.
Questions about this workflow
What starts the webhook workflow?
An HTTP request starts it. Adyntel itself has no listed trigger event in this setup.
Can it find a document if the campaign has no shared identifier with BoldSign?
Not reliably. Supply useful matching context in the request or instruct Notis how to identify the relevant document.
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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