Create an Embedded Signing Link for an Affinity Deal
Give your deal workflow a ready-to-use signing link when the document and signers are known.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
A deal may be ready for signing while the team still has to manually prepare an embedded signing step.
- Generate a request link from a supplied deal handoff.
- Keep the title and signer context together.
- Reduce manual setup for an in-app signing flow.
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 create a BoldSign embedded request link using the supplied title and signers.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal handoff containing a title and signer details.
Questions about this workflow
Does creating the link send the document for signature?
The action creates an embedded request link for in-app document preparation and sending. Use the link in the intended signing experience.
What if the handoff has no signer details?
The automation should report the missing details and avoid creating a link with guessed information.
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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