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Notis

Move a competitor change from alert to approval

When a monitored website changes, give Notis the context and document details needed to start the approval process in BoldSign.

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

A website change can prompt a business decision, but turning the finding into a document and remembering to request approval takes extra steps.

  • Turn a relevant website finding into a signature request without switching tools.
  • Use the incoming alert as context for the action.
  • Keep the document, signer, and approval criteria explicit in the instruction.

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.
  • 3In one instruction, describe which Agenty website-change alerts matter and provide the document, signer, and sending criteria.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real alert and confirm the resulting BoldSign request.

Questions about this workflow

Does Agenty provide a built-in trigger event for this workflow?

No Agenty trigger event is specified here. Start the automation with a Notis webhook and have an HTTP request carry the relevant alert.

Will Notis create the document from the website change?

The listed BoldSign action sends a document for eSignature. Provide the document and signer details or explain how they are available to the automation.

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.

TriggerScheduled

Get Brand Details

Retrieve details for a brand by its identifier.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List Brands

List all brands in the account.

ActionInstant

Create Custom Field

Create a custom field for a specific brand.

ActionInstant

Edit Custom Field

Edit an existing custom field.

ActionInstant

List Behalf Documents

List documents sent by you or on behalf of other users.

ActionInstant

Edit Document (Beta)

Edit a draft or sent document before it is finalized.

ActionInstant

Extend Document Expiry

Extend a document’s expiry date before it is signed.

ActionInstant

List Documents

List documents in My Documents.

ActionInstant

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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