Keep signer changes connected to the client request
Turn a precise signer update into a document change without losing its project context.
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
A changed signer can be missed when the project record and signature request are handled in separate places.
- Apply a clear recipient correction to its identified document.
- Reduce retyping of signer changes across tools.
- Report when document identity or new recipient details are missing.
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 update the recipient on the identified BoldSign draft or sent document using the details in the Agiled change request.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real recipient change and verify the resulting document recipients.
Questions about this workflow
Can this update a signer on a sent document?
The Edit Document action is described for updating files, recipients, or settings on a draft or sent document.
What should the request include?
It should identify the BoldSign document and provide the recipient changes. Notis should flag any missing details.
Does this send a new signature request?
This workflow edits an existing draft or sent document. Sending is a separate action.
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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