Turn a ready Agiled contract into a BoldSign signature request
Move project agreements from ready to sent without rebuilding the handoff by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send Document
Send a document to recipients for e-signature.
Why this helps
A contract can sit ready in Agiled while the founder remembers to open BoldSign, attach the right file, and add the signer.
- Reduce app switching when a project agreement is ready.
- Ask Notis to identify the contract and signer details available in the incoming request.
- Get a run report when the signature request is sent or cannot be completed.
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 send the specified Agiled project contract to the named client for signature using BoldSign.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real project contract and confirm the BoldSign request details.
Questions about this workflow
How does the workflow start?
An HTTP request to the Notis webhook starts the automation. Agiled does not provide a trigger event in this setup.
Does Notis map Agiled fields to BoldSign fields?
No. Describe the desired outcome in plain language. Notis interprets available data and may need you to supply missing file or signer details.
Can this send any Agiled contract automatically?
The prompt should specify which contract is ready and who should sign. Test with a real example before relying on it.
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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