Move vendor onboarding to the signature step
Turn a vendor review into a clear agreement handoff, with less searching across tabs and documents.
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
Vendor onboarding can pause when company research and agreement preparation happen in separate passes.
- Bring website context into the onboarding decision.
- Reduce repeated research before preparing an agreement.
- Keep the signature handoff connected to the triggering request.
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 which vendor details to review and how to select the approved agreement to send.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real vendor onboarding request and verify the document and recipient.
Questions about this workflow
Will AgentQL verify a vendor's legal standing?
This workflow can review website information, but it does not establish legal status. Provide any verification rules and required sources in your instruction.
Can it send any agreement it finds online?
Use an approved agreement selection rule in your instruction. The BoldSign action sends the selected document for signature.
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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