Turn pricing requests into signature-ready agreements
Move from a prospect's pricing request to a BoldSign signature request without rebuilding the context by hand.
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 promising inquiry can stall while you look up the company, find the right agreement, and prepare a signature request.
- Review available company context before preparing the request.
- Reduce delays between a pricing inquiry and contract delivery.
- Keep the workflow and its run report in Notis.
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, explain how to identify a pricing request, review company details, and choose the appropriate agreement to send.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real pricing request and confirm the BoldSign request is correct.
Questions about this workflow
Does AgentQL provide the pricing request trigger?
No. Start this automation with a Notis webhook. AgentQL can then be asked to review relevant website information included in or reachable from the request.
Does this workflow create an agreement?
The available BoldSign action sends a document for signature. Your instruction should identify an existing document or approved sending process.
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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