Get the NDA ready before the conversation
Handle confidentiality requests while the sales context is still fresh, with AgentQL and BoldSign working through Notis.
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
NDA requests often get buried between scheduling the call and preparing for it.
- Respond to NDA requests while preparing for the call.
- Review relevant prospect information before sending.
- Make contract follow-up easier to track through run reports.
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 to recognize an NDA request, review the supplied context, and select the appropriate NDA for sending.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real NDA request and check the recipient and document before relying on the workflow.
Questions about this workflow
Can this workflow draft a new NDA?
The listed BoldSign action sends a document for signature. Use an existing approved NDA and specify how Notis should identify it.
What starts the automation?
A Notis webhook starts it when an HTTP request is received. AgentQL does not provide a trigger event in this setup.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.