Prepare contract activity for an Agile CRM account review
Walk into an account review with the available team contract history gathered in one place.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Team Documents
List documents belonging to the team.
Why this helps
Account reviews require switching between the CRM and signature tools to piece together contract activity.
- Gather team document records for a specific account review.
- Prepare a concise summary from available contract information.
- Call out when the webhook lacks an account identifier for a reliable match.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for account reviews.
- 3Tell Notis to retrieve relevant BoldSign team documents for the account identifier in the webhook and summarize available activity.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real account review request and confirm the document matches.
Questions about this workflow
Can the workflow search all team documents?
Yes, the selected BoldSign action lists team documents, which Notis can filter using available document data and identifiers.
What if the account webhook contains no matching identifier?
The prompt should have Notis report that it cannot reliably match documents and request the missing identifier.
Does this update Agile CRM?
No. The configured action retrieves and summarizes BoldSign team documents; it does not write CRM records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Boldsign. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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