Apply an approved authentication change to a contract
Handle a documented signing exception through a deliberate request tied to the contract record.
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
An approved exception can stall if the person handling it must locate and adjust the existing signature request manually.
- Apply the listed authentication change to an existing document.
- Require an explicit webhook instruction and document identifier.
- Keep the contract exception tied to its supplied CMS context.
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 the approved exception criteria and provide the exact BoldSign document identifier in the webhook request.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with an approved real example and verify the resulting document setting.
Questions about this workflow
Does this workflow decide whether authentication should be removed?
Your prompt or webhook request must establish that the change is approved and applicable. The action removes authentication from an existing document.
Can it remove authentication from every contract automatically?
Set a narrow condition and identify the exact document. The workflow should only act on requests that meet your supplied exception criteria.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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