Refresh a contract draft with current company context
Bring newly available company details into a draft before the agreement moves to signature.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
Drafts can go out with stale details when research and document updates happen in different moments.
- Review current website context before revising a draft.
- Reduce the chance of sending an outdated draft for signature.
- Keep document changes tied to the request that prompted them.
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 which website details to review and how they should inform an existing BoldSign draft update.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real draft and verify every proposed document change before sending.
Questions about this workflow
Does this workflow send the updated draft for signature?
The selected action edits a draft or sent document. It does not send a document for signature.
Can AgentQL determine the correct contract terms?
Only include terms or update rules that you have supplied and approved. Website research alone cannot establish contractual terms.
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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