Get client renewal consent into BoldSign
Turn a ready renewal handoff into a clear signature request, so consent does not get lost in a busy renewal queue.
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
Renewal work competes with new business and service requests, making it easy to miss the separate step of collecting consent.
- Starts the signature step when a renewal packet is ready.
- Keeps renewal consent work distinct from new policy binding.
- Provides a run report for quick review of send outcomes.
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.
- 3Describe in one instruction how to use the supplied renewal document and client signer details to send a BoldSign request.
- 4Choose notis_webhook as the trigger and choose a report destination.
- 5Test with one real renewal example and verify the recipient and document.
Questions about this workflow
Will this workflow detect an upcoming renewal by itself?
No. AgencyZoom exposes no trigger events in this package. Send a webhook when the renewal packet is ready.
Can it calculate renewal terms?
Only if the terms are provided in the request or available through the connected account data and your instruction. Missing terms must be supplied.
Can I use a different document for each renewal?
Yes, if the request or connected data provides the intended document and signer details for that run.
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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