Register a contract field for a BoldSign brand
Add a defined contract data field to the relevant BoldSign brand when your process needs it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Custom Field
Create a custom field for a specific brand.
Why this helps
A new contract detail can be difficult to capture consistently if the needed field has not been registered for the signing brand.
- Create a brand-scoped custom field when required.
- Tie the field request to a specified BoldSign brand.
- Use a webhook instruction to provide the intended field details.
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 contract custom field and provide the brand identifier and field properties in the webhook request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real field request and verify the field in the intended brand.
Questions about this workflow
Can the action create a field for any brand without an identifier?
No. It is brand scoped, so provide the relevant brand identifier. List Brands can help find identifiers if needed.
Can the automation update an existing field instead?
This action creates a field. The available Edit Custom Field action is for updating an existing field's properties.
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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