Check the signing brand before a request goes out
Put the intended company identity and BoldSign brand details in view before sending paperwork.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Retrieve details for a brand by its identifier.
Why this helps
A signature request can be prepared with the wrong brand when the business serves multiple products or entities.
- Review brand details for a specific brand identifier.
- Use website context to make a human review easier.
- Reduce confusion when multiple signing identities are in use.
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, specify the brand identifier to retrieve and the relevant website context AgentQL should review.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and confirm the brand identifier and returned details.
Questions about this workflow
Does this action find the brand identifier?
No. Get Brand Details requires a brand identifier. Include it in the request or retrieve the brand list separately.
Does this workflow send the signature request?
No. It retrieves brand details for review. Sending a document is a separate BoldSign action.
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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