Turn invoice approval into a clear signing handoff
Move an approved invoice into the signature queue while keeping approval and document details together.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send a document to recipients for e-signature.
Why this helps
Invoice data may be extracted quickly, but approvals and signature requests can still get lost between inboxes and tools.
- Reduce retyping invoice details during the approval handoff.
- Start signature requests only after an explicit approval signal.
- Keep the workflow and its run report in one place.
Setup
Build it in a few focused steps.
- 1Connect Affinda 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.
- 3In one instruction, ask Notis to send the specified invoice or related authorization document for signature only when an approval decision is included; identify the approver and document to use.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real approved invoice and verify the recipient and document before using it for routine work.
Questions about this workflow
Will extraction alone cause an invoice to be signed?
No. The workflow should require an explicit approval signal. Extraction provides invoice information, not an approval decision.
Does BoldSign create an authorization document from invoice data?
The listed action sends a document for eSignature. Supply the document you want sent and the recipient details needed for the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Boldsign. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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