Send policy documents for signature when coverage is bound
Move a bound policy into signature collection while the client and policy details are already in context.
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
After binding coverage, the contract still needs to reach the right signer. A separate manual handoff can delay completion.
- Cuts the handoff between policy binding and sending signature documents.
- Uses the information and document supplied with the webhook request.
- Leaves a Notis run report to help spot failed or incomplete sends.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for policy signature requests.
- 3In one instruction, tell Notis to use the supplied policy details and signing document to send a BoldSign request to the intended signer.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real policy example and confirm the request details before using it for live work.
Questions about this workflow
Does AgencyZoom provide a trigger event for this workflow?
No AgencyZoom trigger event is listed here. A notis_webhook starts the automation when an HTTP request is sent to it.
Where does the signing document come from?
Include a usable document or supported file reference in the request, or specify another source in your instruction. This workflow does not create a contract template.
Can Notis decide who should sign?
Tell Notis how to identify the signer and provide the necessary recipient details. Do not assume those details are available unless the request supplies them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Boldsign. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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