Create a BoldSign signing link from a complete email request
Skip retyping a straightforward request: have Notis prepare an embedded BoldSign request link from the title and signer details in the email.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Create Embedded Request Link
Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.
Why this helps
Turning an email request into an in-app signing link means switching tools and re-entering information before the work can move forward.
- Prepare a link from title and signer information already in the request.
- Keep the resulting link in the run report for easy retrieval.
- Surface incomplete requests before creating a link.
Setup
Build it in a few focused steps.
- 1Connect Agent mail and BoldSign once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a BoldSign embedded request link from emails that include a request title and signer details, and report when required information is missing.
- 4Choose New Email Received as the trigger and select where run reports should go.
- 5Test with one real request containing the title and signer details.
Questions about this workflow
Does creating the link send the document for signature?
This action creates an embedded request link for document preparation and sending. It does not send a document for signature.
What if the email omits signer details?
Have Notis report the missing details so you can follow up before creating the link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Boldsign. A trigger fires from one place; an action lands in another.
Agent mail triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agent mail and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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