Find the contract record behind a question
Search for the right document with the context of the question already in hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
List documents in My Documents.
Why this helps
Finding a contract can take several searches when the original request only includes partial company context.
- Use supplied company context to guide document lookup.
- Reduce repetitive searching across contract records.
- Surface relevant documents for a human to review.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, describe how AgentQL should review the request context and how to search BoldSign documents for relevant records.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contract question and confirm the returned documents are relevant.
Questions about this workflow
Does this workflow change or send documents?
No. The selected action lists documents with filters. Use it to find relevant records for review.
Can it find documents from the public website alone?
Use the document details or identifiers supplied in the request where possible. Website content may not contain enough information to identify a BoldSign record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Boldsign. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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