Get policy change authorizations signed sooner
Keep a client change moving by starting signature collection as soon as its authorization packet is ready.
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
A policy change can stall when the team must remember to prepare and send an authorization after handling the service request.
- Creates a distinct signature handoff for policy change authorizations.
- Reduces manual steps after a service request is prepared.
- Keeps a Notis report of the automation run.
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 change authorizations.
- 3Tell Notis in one instruction to send the supplied authorization document to the signer identified in the request.
- 4Choose the notis_webhook trigger and select a destination for run reports.
- 5Test with one real change request and inspect the BoldSign recipient and document.
Questions about this workflow
Does this workflow change a policy in AgencyZoom?
No. The listed target action sends a document through BoldSign. Any AgencyZoom update is outside this workflow.
What starts the workflow?
An HTTP request to the Notis webhook starts it. No AgencyZoom integration trigger is listed.
What if the request has no signer details?
Provide the signer details in the webhook request or make them available through connected account data. Notis cannot infer missing contact information.
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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