Update a BoldSign Contract After an Affinity Deal Correction
Carry a precise deal correction into the document workflow with less re-entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
Corrected deal details can be missed when a contract has already been prepared in a separate signing tool.
- Apply an explicit correction to the referenced document.
- Keep contract changes connected to the deal handoff.
- Reduce duplicate data entry when a detail changes.
Setup
Build it in a few focused steps.
- 1Connect Affinity and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Describe that it should edit only the referenced document using the exact correction supplied in the handoff.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real correction on a document that is safe to update.
Questions about this workflow
What kind of changes can this action make?
The action supports editing a draft or sent document, including files, recipients, or document settings. The handoff should specify the intended change clearly.
Will it guess which document to update?
No. The handoff should identify the document. If the reference is missing or ambiguous, the automation should report that and stop.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Boldsign. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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