Add a missing signing field during client setup
Capture a specified brand data requirement while the client setup context is already at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Custom Field
Create a custom field for a specific brand.
Why this helps
A brand-specific data requirement can delay contract setup when someone must stop to create the field in another app.
- Turn a clear setup requirement into a brand-scoped custom field.
- Keep field creation connected to the originating request.
- Surface missing brand or field details before creating anything.
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 create the specified custom field for the identified BoldSign brand using the details in the Agiled request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real field request and verify its brand scope and properties.
Questions about this workflow
Is the custom field account-wide?
The action creates a brand-scoped custom field for a specific brand.
What information must the request include?
It needs to identify the brand and specify the custom field to create. The action requires a brand context.
Does the workflow edit existing fields?
No. This action creates a custom field. Editing an existing field uses a separate action.
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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