Apply an approved authentication change to a signing document
Carry a clear, approved document change from project context into the signature workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Remove Document Authentication
Disable signer authentication on an existing document before signing.
Why this helps
A required adjustment can be missed when document settings are managed away from the project request.
- Keep a specific document setting change tied to its request context.
- Reduce manual navigation to update the document.
- Get a report confirming whether the action 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 remove authentication from the identified BoldSign document only when the Agiled request clearly specifies and approves the change.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with an eligible real document and verify its authentication setting.
Questions about this workflow
What does this action change?
It removes authentication from an existing BoldSign document. It does not create or send a new document.
Should the workflow act on vague requests?
No. The prompt should require a clearly identified document and an explicit request for the change.
When is this action relevant?
Use it before the signing process when the document's signer authentication needs to be disabled.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.