Bring Document Preparation into Your App
Start an embedded signing flow from the context your app already has, with Notis handling the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Embedded Request Link
Create an embeddable link for preparing and sending a document in an app.
Why this helps
Switching from an app workflow to a separate document-preparation process breaks focus and slows down signing.
- Start embedded document preparation from an app request.
- Reduce manual handoffs between your product and signing flow.
- Keep the request title and signer context together.
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, describe how Ai ml api should prepare the request details and ask BoldSign to create an embedded request link.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real embedded signing request and check the generated link.
Questions about this workflow
Does this workflow send the document for signature?
It creates an embedded request link for document preparation and sending. The action description does not say that it automatically sends the document.
What information should the webhook provide?
Provide the title, signer information, and document context needed by your instruction and BoldSign request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Boldsign.