Keep brand field details current from the project request
Apply a clearly requested field update in the same flow where your team manages client setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Custom Field
Edit an existing custom field.
Why this helps
Field property changes can be forgotten when they are recorded in project work but maintained in the signing account.
- Apply a specific change to an existing brand field.
- Reduce context switching during client setup updates.
- Identify missing field or brand details before editing.
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 edit the specified existing BoldSign custom field properties for the brand identified in the Agiled request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real field update and confirm the resulting properties.
Questions about this workflow
Does this create a new field?
No. It edits the properties of an existing custom field. Use the create action when the field does not yet exist.
What must the request identify?
The existing field and the properties to update, along with the relevant brand context.
Will Notis guess missing field properties?
No. The instruction should require Notis to report missing details rather than invent new settings.
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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