Check available signing brands after a change
When a monitored website change raises a brand question, bring BoldSign's available brand list into the same review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Brands
List all brands in the account.
Why this helps
Brand context can be easy to overlook when a website change leads to a document workflow.
- Retrieve the available BoldSign brands in response to a relevant alert.
- Give the review a concrete starting point before sending documents.
- Avoid assuming a brand identity not present in the account response.
Setup
Build it in a few focused steps.
- 1Connect Agenty and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3Describe which website-change alerts should prompt a BoldSign brand lookup and what account details to report.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real alert and confirm that the returned brand list is useful.
Questions about this workflow
Does this action retrieve details for a particular brand?
No. It lists brands. Use the separate Get Brand Details action when you already have a brand identifier.
Does this workflow select or change a brand?
No. It retrieves the brand list for review; no brand-selection action is specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Boldsign. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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