Bring the Right Brand Context into a Signing Request
Give the workflow a brand identifier with the request, and Notis can retrieve the matching BoldSign brand details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Brand Details
Retrieve details for a brand by its identifier.
Why this helps
Looking up brand information by hand adds friction when a signing request needs the correct business identity.
- Retrieve details for the brand identified in a request.
- Reduce manual brand lookups during signing preparation.
- Keep the brand context close to the related request.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and BoldSign once in the Notis portal.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to use Ai ml api to interpret the request and fetch BoldSign brand details using the supplied brand ID.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real request containing a valid brand ID and verify the returned details.
Questions about this workflow
Can the workflow find the brand without an ID?
The action retrieves details by brand ID, so the request must provide the identifier or the workflow must obtain it first.
Does this workflow create or update a brand?
No. It retrieves brand details for the supplied brand ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Boldsign. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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