Triage campaign documents from an alert
Route a campaign alert into a concise document review, with the available competitive context attached.
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
Alert-driven campaign work creates another manual search for the related agreement and its current state.
- Convert an HTTP alert into a focused review report.
- Use Adyntel campaign details to guide document search.
- Highlight relevant sent-on-behalf documents for human triage.
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.
- 3Describe how Notis should summarize campaign context from the request and list matching BoldSign behalf documents for triage.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real alert and check that the report includes enough context to act.
Questions about this workflow
Can this create a new BoldSign document from an alert?
No. This workflow uses the listed action to retrieve documents sent on behalf of users.
What if the alert does not identify a campaign?
Notis can only use the context provided in the request and data returned by Adyntel. Include a campaign name, advertiser, or other useful context.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.