Keep BoldSign contract drafts aligned with Agility CMS changes
Route a contract correction into the existing signature workflow with a clear update instruction.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Edit Document (Beta)
Edit a draft or sent document before it is finalized.
Why this helps
After a contract changes, updating the right signature request can require finding the document and re-entering changes manually.
- Update an existing draft or sent document using the available edit action.
- Use the webhook request to identify the document and requested change.
- Reduce context switching when a contract correction is needed.
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 which CMS changes require editing a BoldSign document and provide the document identifier and requested changes.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real draft and confirm the intended document was updated.
Questions about this workflow
Can the action edit a document that has already been sent?
The action is described for editing a draft or sent document. Confirm the document's current state and whether the requested edit is appropriate before running.
Can it rewrite the contract based on CMS content?
The action can edit files, recipients, or document settings. Provide the exact update and document context; content drafting itself is not specified by 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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