Create an embedded BoldSign link for an Agility CMS contract
Give a contract owner a direct next step for preparing and sending the document for signature.
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
A contract can be ready in the CMS while the person responsible still has to locate BoldSign and start the signing flow.
- Create a link for in-app document preparation and sending.
- Start the handoff from a webhook request tied to contract work.
- Keep the contract title and signer context together in the automation prompt.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and BoldSign once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe when to create a BoldSign request link and provide the contract title and signer details in the webhook request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real contract and confirm the returned link can be used.
Questions about this workflow
Does creating the link send the document for signature?
The action creates an embedded request link for in-app preparation and sending. It is distinct from sending a document directly.
What details are needed?
The action description calls for a title and signers. Provide those details and any required document context in the request or prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Boldsign. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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