Confirm the BoldSign brand details before client signing
Check the selected signing brand while preparing a client agreement, without interrupting your setup flow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Retrieve details for a brand by its identifier.
Why this helps
A client agreement can be prepared under the wrong brand when brand details are not checked before signing.
- Confirm details for the specific brand selected for a client workflow.
- Reduce the chance of preparing a request under the wrong brand.
- Highlight when the request does not include a brand identifier.
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 retrieve details for the BoldSign brand ID specified in the Agiled setup request and summarize relevant details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client setup request and confirm the brand ID and returned details.
Questions about this workflow
What information is needed to retrieve brand details?
The action requires a brand ID. Include it in the Agiled request or the instruction.
Can this find a brand if I only provide its name?
The described action retrieves details by brand ID. If the ID is unavailable, the workflow should report that it is needed.
Does this send a document?
No. It retrieves brand details to support setup; it does not send a signature request.
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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