Make requested contract corrections without losing the handoff
Turn a clear correction request into a focused BoldSign document update and keep the project moving.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
Corrections can get lost when feedback is in Agiled and the draft or sent agreement is managed elsewhere.
- Keep a correction request connected to the document work it describes.
- Reduce manual re-entry of requested file, recipient, or setting changes.
- Surface missing details before an edit is attempted.
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 apply the specified correction from the Agiled request to the identified BoldSign draft or sent document.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real document correction and confirm the resulting document details.
Questions about this workflow
What edits can this action make?
The Edit Document action can update files, recipients, or document settings on a draft or sent document.
Does the workflow decide what corrections to make?
The instruction must identify the requested changes and document. Notis should ask for or report details that are missing or ambiguous.
Can it edit a document that is already finalized?
The available action is described for draft or sent documents. Do not assume it supports other document states.
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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