See available BoldSign brands while onboarding a client
Bring the brand options into the onboarding moment so the right signing setup is easier to choose.
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 selection can become a separate research task that interrupts client onboarding and delays contract preparation.
- Review available brands in response to an onboarding request.
- Avoid searching separately for the brand options in the BoldSign account.
- Keep selection human-reviewed when the right brand is not specified.
Setup
Build it in a few focused steps.
- 1Connect Agiled and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to list BoldSign brands for the Agiled onboarding request and summarize the options without selecting one unless instructed.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with a real onboarding request and confirm the listed brand choices.
Questions about this workflow
What happens when the automation runs?
It lists brands in the authenticated BoldSign account and summarizes the options relevant to the onboarding request.
Does it automatically choose a brand?
No. Listing brands does not establish which is right for a client. Provide a selection rule or review the options yourself.
Does the account need to be connected first?
Yes. Connect BoldSign once in the Notis portal before using the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Boldsign. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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