Turn qualified partnerships into clear next steps
Keep partnership momentum moving from qualification to signature with a focused Notis workflow.
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
Good partnership leads can lose momentum while you research the company and locate the right paperwork.
- Apply your stated qualification criteria consistently.
- Review company context before sending an agreement.
- Reduce manual handoffs between research and contract preparation.
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, define the qualification criteria, the company information to review, and which approved partner agreement to send.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and confirm that the agreement matches your criteria.
Questions about this workflow
Where do qualification criteria come from?
Supply them in your instruction. AgentQL can review available website information, but it cannot infer private criteria or unavailable facts.
Does this trigger when AgentQL discovers a lead?
No AgentQL trigger events are listed. A Notis webhook starts the workflow.
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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