Send BoldSign agreements for qualified Agile CRM leads
Move a qualified lead straight to the agreement step, without losing momentum to manual document setup.
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 rep marks a lead qualified, then the follow-up stalls while someone prepares and sends the agreement.
- Reduce the gap between qualification and contract delivery.
- Use the webhook payload for signer and document details when available.
- Surface incomplete contract information in the run report.
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.
- 3Tell Notis to send the specified agreement for signing when a qualified-lead webhook arrives, and report missing signer or document details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and confirm the request details before relying on it.
Questions about this workflow
Does Agile CRM provide a built-in trigger for this workflow?
No. Agile CRM exposes no trigger events here, so the workflow starts from a Notis webhook that receives an HTTP request.
Will Notis find a contract in Agile CRM automatically?
Only if the webhook includes an accessible document or the prompt identifies an available source. Otherwise, provide the agreement document details or location.
What happens if the signer details are missing?
Instruct Notis to stop and report which required details are missing rather than sending an incomplete request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.