Find the right signature document from the client request
Search signature records from the project context and get a concise summary of likely matches.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Documents
List documents in My Documents.
Why this helps
Finding the right agreement can mean searching multiple documents and rechecking the client context by hand.
- Start document search from the request that names the client or agreement.
- Summarize matching records for faster follow-up.
- Flag multiple or uncertain matches instead of silently choosing.
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 documents using the client or agreement details in the Agiled request and summarize matching records.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real client request and verify the match selection.
Questions about this workflow
Can this search by any client detail?
The action supports document filters, but the listed description does not specify every available filter. Notis should use supported filters and identify missing criteria.
What if several documents match?
Instruct Notis to present the candidates and their available identifying details instead of assuming which one you mean.
Can this retrieve signed PDFs?
The listed action is List Documents. It is described for fetching and filtering document records, not fetching signed PDFs.
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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