Capture coverage declinations with a signature request
When a client decision is ready to document, send the acknowledgment for signature through the same workflow every time.
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 coverage decision can be documented inconsistently when the acknowledgment is a separate reminder on an already busy service day.
- Creates a repeatable path for sending declination acknowledgments.
- Uses the decision and recipient details provided for the specific case.
- Makes send outcomes easier to review through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BoldSign once in the Notis portal.
- 2Create a named automation in Automations, New Automation.
- 3In one instruction, direct Notis to send the supplied declination acknowledgment to the signer specified in the request.
- 4Choose notis_webhook as the trigger and choose where run reports go.
- 5Test using one real example and confirm the document and signer before relying on the workflow.
Questions about this workflow
Does this workflow decide whether coverage should be declined?
No. It sends an acknowledgment after the decision and document are supplied; it does not make coverage recommendations.
Can it use policy history to fill out the acknowledgment?
Only if that history is available from the connected account or included in the request. Supply any required facts that are not available.
Is the webhook an AgencyZoom event?
No. The trigger is a Notis webhook started by an HTTP request.
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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