Create an embedded signing link from a project request
Prepare an in-app signing link from the agreement context your team already has.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
An embedded signing flow can stall while the title and signer details are gathered across project notes and contract tools.
- Start link creation from a project-side request.
- Keep title and signer details close to the agreement context.
- Surface missing required details before asking BoldSign to create the link.
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 a BoldSign embedded request link using the title and signers supplied in the Agiled request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real request and verify the generated link and signer details.
Questions about this workflow
What must be specified before creating the link?
The action is described for use after specifying a title and signers. Provide those details in the request or instruction.
Does creating the link send the document?
The action creates an embedded request link for in-app document preparation and sending. Follow the intended embedded flow to complete sending.
What if a signer is missing?
Notis should identify the missing signer detail rather than invent one.
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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