Send BoldSign Signature Requests from Affinity Deal Handoffs
Move a deal from ready to sign without rebuilding the handoff by hand.
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
Preparing and sending a contract after an Affinity deal update creates another chance to miss a signer or delay the close.
- Start signing when a deal handoff is ready.
- Use the document and signer details supplied with the request.
- Reduce manual follow-up between deal tracking and contract delivery.
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 send the supplied final document to the listed signers using BoldSign.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal handoff that includes the document and signer details.
Questions about this workflow
What does the webhook need to include?
It should provide the final document and the signer details needed to prepare the request. If any required information is missing, have the automation flag the gap instead of guessing.
Does this workflow detect an Affinity deal stage change by itself?
No. Affinity has no trigger events in this package. The workflow starts when a webhook request is sent to Notis.
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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