Send Agility CMS contracts for signature with BoldSign
Move a contract from content approval to signature without switching tools to start the request.
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
Approved contracts can sit while someone manually transfers the document and signer details into an eSignature workflow.
- Start a signature request from a contract ready signal.
- Keep the handoff prompt based instead of configuring field mappings.
- Use a webhook request to tell Notis which prepared document and signers to process.
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 that a ready contract should be sent for signature, including how the webhook supplies the document and signer details.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real contract and verify the BoldSign request.
Questions about this workflow
Does Agility CMS provide a trigger event for this automation?
No. Start it with a Notis webhook request and include the contract details the automation needs.
Does this workflow create a contract from CMS text?
The available BoldSign action sends a document for signature. Provide a prepared document and signer details; document generation is not part of this action.
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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